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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,734 | $171,867-16.4% | $149,718-4.0% | $147,585-2.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.59% | 2113.36%-2096.8pp | 1501.70%-1485.1pp | 578.57%-562.0pp |
| Employer contribution / active EE | $8,660 | $6,275+38.0% | $5,444+59.1% | $4,876+77.6% |
| Participant deferral / active EE | $10,532 | $7,270+44.9% | $6,568+60.3% | $5,439+93.6% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |