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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,954 | $202,326+17.1% | $172,745+37.2% | $152,870+55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.44% | 1029.72%-1001.3pp | 802.90%-774.5pp | 345.34%-316.9pp |
| Employer contribution / active EE | $8,719 | $5,858+48.8% | $5,144+69.5% | $4,763+83.1% |
| Participant deferral / active EE | $9,935 | $5,948+67.0% | $5,197+91.2% | $5,850+69.8% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |