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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,505 | $175,257+21.8% | $149,717+42.6% | $139,456+53.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 166.70%-151.0pp | 134.41%-118.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $11,667 | $5,477+113.0% | $4,820+142.1% | $4,753+145.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $258 | $16,156-98.4% | $13,213-98.0% | $11,407-97.7% |