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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,875 | $209,428+10.2% | $178,498+29.3% | $158,950+45.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.19% | 188.78%-180.6pp | 151.09%-142.9pp | 302.91%-294.7pp |
| Employer contribution / active EE | $15,000 | $5,707+162.8% | $5,011+199.3% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $258 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |