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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,054 | $209,422+4.6% | $178,503+22.7% | $158,982+37.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 95.99% | 188.81%-92.8pp | 151.12%-55.1pp | 302.99%-207.0pp |
| Employer contribution / active EE | $12,845 | $5,707+125.1% | $5,011+156.3% | $4,763+169.7% |
| Participant deferral / active EE | $13,740 | $5,955+130.7% | $5,202+164.1% | $5,983+129.6% |
| Admin fee / account holder | $245 | $17,079-98.6% | $13,987-98.2% | $11,252-97.8% |