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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,131 | $184,000+31.0% | $162,185+48.7% | $152,909+57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.14% | 150.80%-126.7pp | 115.61%-91.5pp | 345.46%-321.3pp |
| Employer contribution / active EE | $20,460 | $6,370+221.2% | $5,613+264.5% | $4,764+329.5% |
| Participant deferral / active EE | $12,500 | $8,033+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $254 | $13,124-98.1% | $10,844-97.7% | $11,601-97.8% |