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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,694 | $134,817+75.6% | $123,973+90.9% | $155,188+52.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.57% | 515.49%-505.9pp | 388.13%-378.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $14,530 | $4,425+228.4% | $4,126+252.2% | $4,248+242.1% |
| Participant deferral / active EE | $7,011 | $5,706+22.9% | $5,247+33.6% | $6,531+7.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |