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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,435 | $165,399-28.4% | $149,745-20.9% | $158,982-25.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 71.07% | 348.34%-277.3pp | 276.72%-205.6pp | 302.99%-231.9pp |
| Employer contribution / active EE | $7,414 | $5,105+45.2% | $4,646+59.6% | $4,763+55.7% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |