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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,926 | $111,535+110.6% | $105,223+123.3% | $137,256+71.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.83% | 237.85%-214.0pp | 180.65%-156.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $14,498 | $3,939+268.0% | $3,689+293.1% | $4,156+248.8% |
| Participant deferral / active EE | $8,240 | $5,500+49.8% | $5,072+62.5% | $6,407+28.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |