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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,537 | $180,459-37.6% | $154,108-27.0% | $135,380-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.38% | 888.21%-874.8pp | 735.21%-721.8pp | 519.81%-506.4pp |
| Employer contribution / active EE | $5,352 | $6,035-11.3% | $5,298+1.0% | $4,779+12.0% |
| Participant deferral / active EE | $4,843 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $22 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |