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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,509 | $198,461+19.7% | $170,436+39.4% | $147,585+60.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.59% | 257.30%-240.7pp | 205.94%-189.3pp | 578.57%-562.0pp |
| Employer contribution / active EE | $40,729 | $6,184+558.7% | $5,433+649.7% | $4,876+735.2% |
| Participant deferral / active EE | $19,271 | $5,629+242.3% | $4,939+290.1% | $5,439+254.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |