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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,823 | $198,457+21.9% | $170,435+41.9% | $147,586+63.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.08% | 257.30%-231.2pp | 205.94%-179.9pp | 578.59%-552.5pp |
| Employer contribution / active EE | $14,876 | $6,183+140.6% | $5,432+173.8% | $4,876+205.1% |
| Participant deferral / active EE | $6,347 | $5,629+12.7% | $4,939+28.5% | $5,439+16.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |