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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,899 | $184,000+13.5% | $162,185+28.8% | $152,909+36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.37% | 150.80%-128.4pp | 115.61%-93.2pp | 345.46%-323.1pp |
| Employer contribution / active EE | $16,062 | $6,370+152.1% | $5,613+186.1% | $4,764+237.2% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $116 | $13,124-99.1% | $10,844-98.9% | $11,601-99.0% |