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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,611 | $209,847-26.8% | $189,520-18.9% | $167,518-8.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.97% | 748.45%-738.5pp | 555.25%-545.3pp | 478.71%-468.7pp |
| Employer contribution / active EE | $7,867 | $6,913+13.8% | $6,161+27.7% | $4,838+62.6% |
| Participant deferral / active EE | $18,646 | $8,934+108.7% | $8,220+126.8% | $6,342+194.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |