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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,299 | $184,000+3.4% | $162,185+17.3% | $152,909+24.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.43% | 150.80%-133.4pp | 115.61%-98.2pp | 345.46%-328.0pp |
| Employer contribution / active EE | $12,817 | $6,370+101.2% | $5,613+128.3% | $4,764+169.0% |
| Participant deferral / active EE | $11,350 | $8,033+41.3% | $7,297+55.5% | $5,851+94.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |