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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,364 | $144,124+68.2% | $117,857+105.6% | $147,585+64.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.96% | 531.17%-516.2pp | 335.09%-320.1pp | 578.57%-563.6pp |
| Employer contribution / active EE | $15,375 | $4,897+214.0% | $3,786+306.1% | $4,876+215.3% |
| Participant deferral / active EE | $14,700 | $5,316+176.5% | $4,482+228.0% | $5,439+170.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |