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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,633 | $171,867-14.1% | $149,718-1.4% | $147,5850% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.36% | 2113.36%-2102.0pp | 1501.70%-1490.3pp | 578.57%-567.2pp |
| Employer contribution / active EE | $7,215 | $6,275+15.0% | $5,444+32.5% | $4,876+48.0% |
| Participant deferral / active EE | $6,480 | $7,270-10.9% | $6,568-1.3% | $5,439+19.2% |
| Admin fee / account holder | $249 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |