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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,638 | $144,130+15.6% | $117,861+41.4% | $147,586+12.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.61% | 531.20%-507.6pp | 335.11%-311.5pp | 578.59%-555.0pp |
| Employer contribution / active EE | $10,130 | $4,897+106.9% | $3,786+167.5% | $4,876+107.7% |
| Participant deferral / active EE | $17,196 | $5,316+223.5% | $4,482+283.7% | $5,439+216.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |