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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,607 | $202,342-59.7% | $172,753-52.8% | $152,909-46.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.50% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $11,516 | $5,857+96.6% | $5,144+123.9% | $4,764+141.7% |
| Participant deferral / active EE | $7,277 | $5,948+22.3% | $5,198+40.0% | $5,851+24.4% |
| Admin fee / account holder | $15 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |