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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,642 | $176,077+30.4% | $159,455+44.0% | $167,518+37.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.96% | 331.83%-320.9pp | 263.63%-252.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $7,500 | $5,298+41.6% | $4,830+55.3% | $4,838+55.0% |
| Participant deferral / active EE | $14,040 | $7,751+81.1% | $7,353+90.9% | $6,342+121.4% |
| Admin fee / account holder | $5 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |