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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,975 | $202,345-21.4% | $172,755-8.0% | $152,885+4.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.98% | 1029.77%-1015.8pp | 802.94%-789.0pp | 345.39%-331.4pp |
| Employer contribution / active EE | $8,376 | $5,858+43.0% | $5,144+62.8% | $4,763+75.8% |
| Participant deferral / active EE | $9,947 | $5,948+67.2% | $5,198+91.4% | $5,851+70.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |