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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,001 | $183,978+25.6% | $162,171+42.4% | $152,885+51.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.68% | 150.78%-137.1pp | 115.60%-101.9pp | 345.39%-331.7pp |
| Employer contribution / active EE | $30,041 | $6,370+371.6% | $5,613+435.2% | $4,763+530.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32 | $13,122-99.8% | $10,843-99.7% | $11,598-99.7% |