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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,717 | $184,000+14.5% | $162,185+29.9% | $152,909+37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.51% | 150.80%-122.3pp | 115.61%-87.1pp | 345.46%-317.0pp |
| Employer contribution / active EE | $23,350 | $6,370+266.5% | $5,613+316.0% | $4,764+390.1% |
| Participant deferral / active EE | $13,100 | $8,033+63.1% | $7,297+79.5% | $5,851+123.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |