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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,937 | $160,059+9.3% | $140,019+24.9% | $135,380+29.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 15.55% | 911.48%-895.9pp | 651.17%-635.6pp | 519.81%-504.3pp |
| Employer contribution / active EE | $19,468 | $6,420+203.3% | $5,605+247.3% | $4,779+307.4% |
| Participant deferral / active EE | $9,970 | $7,641+30.5% | $6,927+43.9% | $5,609+77.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |