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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,815 | $180,749+15.0% | $160,784+29.3% | $137,256+51.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.73% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $5,700 | $4,155+37.2% | $3,733+52.7% | $4,156+37.2% |
| Participant deferral / active EE | $28,500 | $6,844+316.4% | $6,293+352.9% | $6,407+344.8% |
| Admin fee / account holder | $6 | $10,397-99.9% | $9,717-99.9% | $12,270-100.0% |