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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,081 | $176,077+11.9% | $159,455+23.6% | $167,518+17.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.65% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $18,961 | $5,298+257.9% | $4,830+292.6% | $4,838+291.9% |
| Participant deferral / active EE | $10,277 | $7,751+32.6% | $7,353+39.8% | $6,342+62.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |