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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,118 | $209,888-23.7% | $189,545-15.5% | $167,553-4.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.13% | 748.66%-736.5pp | 555.36%-543.2pp | 478.89%-466.8pp |
| Employer contribution / active EE | $13,791 | $6,915+99.4% | $6,162+123.8% | $4,840+185.0% |
| Participant deferral / active EE | $13,487 | $8,934+51.0% | $8,220+64.1% | $6,343+112.6% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |