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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,002 | $209,888-41.9% | $189,545-35.6% | $167,553-27.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.83% | 748.66%-727.8pp | 555.36%-534.5pp | 478.89%-458.1pp |
| Employer contribution / active EE | $2,675 | $6,915-61.3% | $6,162-56.6% | $4,840-44.7% |
| Participant deferral / active EE | $8,106 | $8,934-9.3% | $8,220-1.4% | $6,343+27.8% |
| Admin fee / account holder | $174 | $14,300-98.8% | $12,049-98.6% | $12,316-98.6% |