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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,112 | $209,422+10.8% | $178,503+30.0% | $158,982+46.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.93% | 188.81%-149.9pp | 151.12%-112.2pp | 302.99%-264.1pp |
| Employer contribution / active EE | $19,535 | $5,707+242.3% | $5,011+289.8% | $4,763+310.2% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |