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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,920 | $202,440-9.6% | $169,390+8.0% | $139,466+31.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 532.36%-514.6pp | 406.07%-388.3pp | 373.66%-355.9pp |
| Employer contribution / active EE | $14,048 | $4,693+199.3% | $4,013+250.1% | $4,754+195.5% |
| Participant deferral / active EE | $18,750 | $6,940+170.2% | $6,222+201.3% | $6,712+179.4% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |