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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,075 | $202,342-38.7% | $172,752-28.2% | $152,897-18.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.85% | 1029.83%-1011.0pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $8,484 | $5,858+44.8% | $5,144+64.9% | $4,764+78.1% |
| Participant deferral / active EE | $20,000 | $5,948+236.2% | $5,198+284.8% | $5,851+241.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |