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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,926 | $129,737+81.1% | $119,126+97.2% | $154,746+51.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.83% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.5pp |
| Employer contribution / active EE | $14,498 | $4,375+231.4% | $4,034+259.4% | $4,379+231.1% |
| Participant deferral / active EE | $8,240 | $5,842+41.1% | $5,318+55.0% | $6,730+22.4% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |