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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,836 | $144,130+35.9% | $117,860+66.2% | $147,585+32.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.87% | 531.20%-508.3pp | 335.10%-312.2pp | 578.58%-555.7pp |
| Employer contribution / active EE | $28,800 | $4,897+488.1% | $3,786+660.6% | $4,876+490.6% |
| Participant deferral / active EE | $11,700 | $5,316+120.1% | $4,482+161.0% | $5,439+115.1% |
| Admin fee / account holder | $8 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |