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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,343 | $209,874-22.6% | $189,537-14.3% | $167,536-3.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.08% | 748.61%-735.5pp | 555.34%-542.3pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,120 | $6,913-69.3% | $6,161-65.6% | $4,839-56.2% |
| Participant deferral / active EE | $14,104 | $8,934+57.9% | $8,220+71.6% | $6,342+122.4% |
| Admin fee / account holder | $286 | $14,299-98.0% | $12,048-97.6% | $12,315-97.7% |