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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,436 | $209,874-64.5% | $189,537-60.7% | $167,536-55.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 748.61%-731.3pp | 555.34%-538.0pp | 478.82%-461.5pp |
| Employer contribution / active EE | $8,391 | $6,913+21.4% | $6,161+36.2% | $4,839+73.4% |
| Participant deferral / active EE | $7,522 | $8,934-15.8% | $8,220-8.5% | $6,342+18.6% |
| Admin fee / account holder | $17 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |