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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,497 | $198,462+5.1% | $170,439+22.3% | $147,585+41.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.79% | 257.30%-242.5pp | 205.94%-191.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $15,524 | $6,184+151.0% | $5,433+185.7% | $4,876+218.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |