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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,884 | $175,257+27.7% | $149,717+49.5% | $139,456+60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.97% | 166.70%-142.7pp | 134.41%-110.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $6,549 | $5,477+19.6% | $4,820+35.9% | $4,753+37.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |