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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,568 | $202,342-26.1% | $172,753-13.4% | $152,909-2.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.77% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $9,648 | $5,857+64.7% | $5,144+87.6% | $4,764+102.5% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |