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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,235 | $209,422+2.8% | $178,503+20.6% | $158,982+35.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.76% | 188.81%-166.0pp | 151.12%-128.4pp | 302.99%-280.2pp |
| Employer contribution / active EE | $10,250 | $5,707+79.6% | $5,011+104.5% | $4,763+115.2% |
| Participant deferral / active EE | $12,500 | $5,955+109.9% | $5,202+140.3% | $5,983+108.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |