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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,854 | $175,231+42.0% | $149,696+66.2% | $139,466+78.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.44% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $8,923 | $5,478+62.9% | $4,821+85.1% | $4,754+87.7% |
| Participant deferral / active EE | $16,367 | $6,521+151.0% | $5,682+188.0% | $6,712+143.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |