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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,345 | $202,460+10.3% | $169,385+31.9% | $139,456+60.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.01% | 532.07%-509.1pp | 405.82%-382.8pp | 373.45%-350.4pp |
| Employer contribution / active EE | $6,848 | $4,691+46.0% | $4,012+70.7% | $4,753+44.1% |
| Participant deferral / active EE | $14,435 | $6,938+108.1% | $6,221+132.0% | $6,711+115.1% |
| Admin fee / account holder | $20 | $10,719-99.8% | $9,011-99.8% | $11,407-99.8% |