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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,574 | $159,978+2.2% | $147,041+11.2% | $145,978+12.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 687.61% | 98.36%+589.2pp | 419.21%+268.4pp | 550.52%+137.1pp |
| Employer contribution / active EE | $5,127 | $5,288-3.0% | $4,935+3.9% | $4,662+10.0% |
| Participant deferral / active EE | $10,289 | $8,429+22.1% | $8,071+27.5% | $6,690+53.8% |
| Admin fee / account holder | $73 | $15,053-99.5% | $13,006-99.4% | $13,400-99.5% |