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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,243 | $209,888-5.1% | $189,545+5.1% | $167,553+18.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.64% | 748.66%-729.0pp | 555.36%-535.7pp | 478.89%-459.3pp |
| Employer contribution / active EE | $18,003 | $6,915+160.3% | $6,162+192.1% | $4,840+272.0% |
| Participant deferral / active EE | $18,490 | $8,934+107.0% | $8,220+124.9% | $6,343+191.5% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |