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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,001 | $209,888-17.1% | $189,545-8.2% | $167,553+3.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.12% | 748.66%-732.5pp | 555.36%-539.2pp | 478.89%-462.8pp |
| Employer contribution / active EE | $6,000 | $6,915-13.2% | $6,162-2.6% | $4,840+24.0% |
| Participant deferral / active EE | $17,000 | $8,934+90.3% | $8,220+106.8% | $6,343+168.0% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |