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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,926 | $165,351+34.8% | $149,710+48.9% | $158,931+40.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.46% | 348.19%-332.7pp | 276.63%-261.2pp | 302.86%-287.4pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,761+687.6% |
| Participant deferral / active EE | $22,500 | $7,181+213.3% | $6,842+228.9% | $5,982+276.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |