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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,978 | $184,000+16.8% | $162,185+32.6% | $152,909+40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.34% | 150.80%-137.5pp | 115.61%-102.3pp | 345.46%-332.1pp |
| Employer contribution / active EE | $14,058 | $6,370+120.7% | $5,613+150.5% | $4,764+195.1% |
| Participant deferral / active EE | $8,333 | $8,033+3.7% | $7,297+14.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |