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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,473 | $175,259+12.1% | $149,723+31.2% | $139,487+40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.26% | 166.82%-130.6pp | 134.50%-98.2pp | 373.84%-337.6pp |
| Employer contribution / active EE | $11,799 | $5,478+115.4% | $4,821+144.7% | $4,755+148.2% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |