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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,749 | $160,040+35.4% | $147,096+47.4% | $145,877+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.34% | 98.49%-77.2pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $20,231 | $5,289+282.5% | $4,936+309.9% | $4,663+333.9% |
| Participant deferral / active EE | $14,880 | $8,429+76.5% | $8,071+84.4% | $6,691+122.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |