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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,767 | $209,874-35.3% | $189,537-28.4% | $167,536-19.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.31% | 748.61%-734.3pp | 555.34%-541.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $9,717 | $6,913+40.6% | $6,161+57.7% | $4,839+100.8% |
| Participant deferral / active EE | $13,961 | $8,934+56.3% | $8,220+69.8% | $6,342+120.1% |
| Admin fee / account holder | $159 | $14,299-98.9% | $12,048-98.7% | $12,315-98.7% |