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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,578 | $171,867-11.8% | $149,721+1.2% | $147,586+2.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.35% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.59%-562.2pp |
| Employer contribution / active EE | $6,652 | $6,275+6.0% | $5,444+22.2% | $4,876+36.4% |
| Participant deferral / active EE | $10,107 | $7,270+39.0% | $6,568+53.9% | $5,439+85.8% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |