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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,691 | $209,847-36.8% | $189,520-30.0% | $167,518-20.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.34% | 748.45%-733.1pp | 555.25%-539.9pp | 478.71%-463.4pp |
| Employer contribution / active EE | $12,931 | $6,913+87.0% | $6,161+109.9% | $4,838+167.3% |
| Participant deferral / active EE | $14,884 | $8,934+66.6% | $8,220+81.1% | $6,342+134.7% |
| Admin fee / account holder | $11 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |