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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,731 | $138,102+14.9% | $125,381+26.6% | $134,532+18.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 620.00% | 750.73%-130.7pp | 572.31%+47.7pp | 418.27%+201.7pp |
| Employer contribution / active EE | $23,611 | $5,245+350.1% | $4,815+390.3% | $4,741+398.0% |
| Participant deferral / active EE | $11,584 | $7,801+48.5% | $7,448+55.5% | $6,401+81.0% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |