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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,306 | $209,888-32.7% | $189,545-25.5% | $167,553-15.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.90% | 748.66%-721.8pp | 555.36%-528.5pp | 478.89%-452.0pp |
| Employer contribution / active EE | $14,352 | $6,915+107.5% | $6,162+132.9% | $4,840+196.5% |
| Participant deferral / active EE | $6,700 | $8,934-25.0% | $8,220-18.5% | $6,343+5.6% |
| Admin fee / account holder | $243 | $14,300-98.3% | $12,049-98.0% | $12,316-98.0% |