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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,101 | $202,342-21.9% | $172,753-8.5% | $152,909+3.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.55% | 1029.88%-1008.3pp | 803.00%-781.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $10,780 | $5,857+84.0% | $5,144+109.6% | $4,764+126.3% |
| Participant deferral / active EE | $5,076 | $5,948-14.7% | $5,198-2.3% | $5,851-13.3% |
| Admin fee / account holder | $22 | $17,112-99.9% | $13,956-99.8% | $11,601-99.8% |