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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,041 | $202,342-23.4% | $172,753-10.3% | $152,909+1.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.93% | 1029.88%-1007.9pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $6,855 | $5,857+17.0% | $5,144+33.3% | $4,764+43.9% |
| Participant deferral / active EE | $3,858 | $5,948-35.1% | $5,198-25.8% | $5,851-34.1% |
| Admin fee / account holder | $86 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |