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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,656 | $209,847-12.0% | $189,520-2.6% | $167,518+10.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.74% | 748.45%-732.7pp | 555.25%-539.5pp | 478.71%-463.0pp |
| Employer contribution / active EE | $8,096 | $6,913+17.1% | $6,161+31.4% | $4,838+67.3% |
| Participant deferral / active EE | $7,218 | $8,934-19.2% | $8,220-12.2% | $6,342+13.8% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |