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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,532 | $180,462+35.5% | $154,111+58.7% | $135,379+80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.75% | 888.17%-875.4pp | 735.18%-722.4pp | 519.79%-507.0pp |
| Employer contribution / active EE | $13,840 | $6,036+129.3% | $5,298+161.2% | $4,779+189.6% |
| Participant deferral / active EE | $6,271 | $5,806+8.0% | $5,081+23.4% | $5,609+11.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |