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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,717 | $183,968+14.5% | $162,166+29.9% | $152,870+37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.51% | 150.77%-122.3pp | 115.59%-87.1pp | 345.34%-316.8pp |
| Employer contribution / active EE | $23,350 | $6,371+266.5% | $5,614+316.0% | $4,763+390.3% |
| Participant deferral / active EE | $13,100 | $8,034+63.1% | $7,298+79.5% | $5,850+123.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |