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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,711 | $209,847-24.8% | $189,520-16.8% | $167,518-5.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.56% | 748.45%-732.9pp | 555.25%-539.7pp | 478.71%-463.2pp |
| Employer contribution / active EE | $4,505 | $6,913-34.8% | $6,161-26.9% | $4,838-6.9% |
| Participant deferral / active EE | $8,260 | $8,934-7.5% | $8,220+0.5% | $6,342+30.2% |
| Admin fee / account holder | $152 | $14,295-98.9% | $12,046-98.7% | $12,312-98.8% |