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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,353 | $160,028+30.8% | $147,080+42.3% | $145,884+43.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.24% | 98.60%-68.4pp | 420.17%-389.9pp | 551.85%-521.6pp |
| Employer contribution / active EE | $7,500 | $5,286+41.9% | $4,933+52.0% | $4,662+60.9% |
| Participant deferral / active EE | $7,667 | $8,422-9.0% | $8,066-5.0% | $6,690+14.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |