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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,968 | $209,874-62.9% | $189,537-58.9% | $167,536-53.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.40% | 748.61%-725.2pp | 555.34%-531.9pp | 478.82%-455.4pp |
| Employer contribution / active EE | $13,941 | $6,913+101.7% | $6,161+126.3% | $4,839+188.1% |
| Participant deferral / active EE | $11,608 | $8,934+29.9% | $8,220+41.2% | $6,342+83.0% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |