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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,750 | $210,698+16.6% | $178,014+38.1% | $145,959+68.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 386.27%-368.5pp | 294.80%-277.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $15,093 | $4,567+230.5% | $3,950+282.1% | $4,661+223.8% |
| Participant deferral / active EE | $25,440 | $6,958+265.6% | $6,276+305.3% | $6,689+280.4% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |