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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,887 | $171,867+5.8% | $149,721+21.5% | $147,586+23.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.12% | 2113.36%-2089.2pp | 1501.67%-1477.6pp | 578.59%-554.5pp |
| Employer contribution / active EE | $13,641 | $6,275+117.4% | $5,444+150.6% | $4,876+179.7% |
| Participant deferral / active EE | $11,163 | $7,270+53.5% | $6,568+69.9% | $5,439+105.2% |
| Admin fee / account holder | $57 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |