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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,399 | $198,457-29.3% | $170,435-17.6% | $147,586-4.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.48% | 257.30%-232.8pp | 205.94%-181.5pp | 578.59%-554.1pp |
| Employer contribution / active EE | $19,660 | $6,183+218.0% | $5,432+261.9% | $4,876+303.2% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |