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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,090 | $175,257+23.9% | $149,717+45.0% | $139,456+55.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.70%-152.8pp | 134.41%-120.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $17,032 | $5,477+211.0% | $4,820+253.4% | $4,753+258.4% |
| Participant deferral / active EE | $6,256 | $6,521-4.1% | $5,682+10.1% | $6,711-6.8% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |