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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,332 | $209,888-31.7% | $189,545-24.4% | $167,553-14.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.76% | 748.66%-732.9pp | 555.36%-539.6pp | 478.89%-463.1pp |
| Employer contribution / active EE | $15,307 | $6,915+121.4% | $6,162+148.4% | $4,840+216.3% |
| Participant deferral / active EE | $13,467 | $8,934+50.7% | $8,220+63.8% | $6,343+112.3% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |