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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,299 | $183,968+3.4% | $162,166+17.3% | $152,870+24.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.43% | 150.77%-133.3pp | 115.59%-98.2pp | 345.34%-327.9pp |
| Employer contribution / active EE | $12,817 | $6,371+101.2% | $5,614+128.3% | $4,763+169.1% |
| Participant deferral / active EE | $11,350 | $8,034+41.3% | $7,298+55.5% | $5,850+94.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |