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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,237 | $171,867-5.6% | $149,716+8.4% | $147,585+9.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.10% | 2113.36%-2088.3pp | 1501.67%-1476.6pp | 578.58%-553.5pp |
| Employer contribution / active EE | $9,252 | $6,275+47.4% | $5,444+69.9% | $4,876+89.7% |
| Participant deferral / active EE | $11,414 | $7,270+57.0% | $6,568+73.8% | $5,439+109.9% |
| Admin fee / account holder | $218 | $13,799-98.4% | $11,282-98.1% | $10,886-98.0% |