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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,249 | $171,492+16.8% | $150,734+32.8% | $198,609+0.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.83% | 804.70%-790.9pp | 600.81%-587.0pp | 202.70%-188.9pp |
| Employer contribution / active EE | $10,883 | $5,470+99.0% | $4,918+121.3% | $5,055+115.3% |
| Participant deferral / active EE | $6,950 | $6,259+11.0% | $5,610+23.9% | $6,977-0.4% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |