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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,798 | $171,867-5.3% | $149,721+8.7% | $147,586+10.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.88% | 2113.36%-2092.5pp | 1501.67%-1480.8pp | 578.59%-557.7pp |
| Employer contribution / active EE | $10,225 | $6,275+63.0% | $5,444+87.8% | $4,876+109.7% |
| Participant deferral / active EE | $9,009 | $7,270+23.9% | $6,568+37.2% | $5,439+65.7% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |