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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,901 | $175,259+28.3% | $149,723+50.2% | $139,487+61.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 166.82%-151.1pp | 134.50%-118.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $15,606 | $5,478+184.9% | $4,821+223.7% | $4,755+228.2% |
| Participant deferral / active EE | $10,800 | $6,522+65.6% | $5,682+90.1% | $6,713+60.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |