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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,824 | $138,102+35.3% | $125,381+49.0% | $134,532+38.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 44.12% | 750.73%-706.6pp | 572.31%-528.2pp | 418.27%-374.1pp |
| Employer contribution / active EE | $3,199 | $5,245-39.0% | $4,815-33.6% | $4,741-32.5% |
| Participant deferral / active EE | $19,061 | $7,801+144.4% | $7,448+155.9% | $6,401+197.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |