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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,593 | $209,874-29.2% | $189,537-21.6% | $167,536-11.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.37% | 748.61%-738.2pp | 555.34%-545.0pp | 478.82%-468.4pp |
| Employer contribution / active EE | $29,323 | $6,913+324.2% | $6,161+376.0% | $4,839+506.0% |
| Participant deferral / active EE | $21,446 | $8,934+140.1% | $8,220+160.9% | $6,342+238.2% |
| Admin fee / account holder | $14 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |