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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,607 | $183,988+17.2% | $162,177+32.9% | $152,897+41.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.31% | 150.79%-130.5pp | 115.60%-95.3pp | 345.43%-325.1pp |
| Employer contribution / active EE | $15,141 | $6,370+137.7% | $5,613+169.7% | $4,764+217.9% |
| Participant deferral / active EE | $16,946 | $8,032+111.0% | $7,297+132.2% | $5,851+189.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |