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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,409 | $166,131+32.7% | $164,975+33.6% | $145,877+51.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.79% | 100.37%-85.6pp | 70.12%-55.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $14,250 | $5,276+170.1% | $4,343+228.1% | $4,663+205.6% |
| Participant deferral / active EE | $20,000 | $6,962+187.3% | $6,033+231.5% | $6,691+198.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |