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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,577 | $176,105+9.9% | $159,474+21.4% | $167,536+15.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.22% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $12,500 | $5,299+135.9% | $4,831+158.8% | $4,839+158.3% |
| Participant deferral / active EE | $19,822 | $7,751+155.7% | $7,353+169.6% | $6,342+212.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |