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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,253 | $217,432+13.3% | $185,851+32.5% | $167,553+47.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.32% | 148.43%-129.1pp | 122.11%-102.8pp | 478.89%-459.6pp |
| Employer contribution / active EE | $21,330 | $5,874+263.1% | $5,168+312.7% | $4,840+340.7% |
| Participant deferral / active EE | $7,505 | $6,357+18.1% | $5,569+34.8% | $6,343+18.3% |
| Admin fee / account holder | $5 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |