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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,051 | $209,888+1.0% | $189,545+11.9% | $167,553+26.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.37% | 748.66%-731.3pp | 555.36%-538.0pp | 478.89%-461.5pp |
| Employer contribution / active EE | $18,261 | $6,915+164.1% | $6,162+196.3% | $4,840+277.3% |
| Participant deferral / active EE | $14,790 | $8,934+65.5% | $8,220+79.9% | $6,343+133.2% |
| Admin fee / account holder | $60 | $14,300-99.6% | $12,049-99.5% | $12,316-99.5% |