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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,249 | $134,817+48.5% | $123,973+61.5% | $155,188+29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.83% | 515.49%-501.7pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $10,883 | $4,425+145.9% | $4,126+163.8% | $4,248+156.2% |
| Participant deferral / active EE | $6,950 | $5,706+21.8% | $5,247+32.5% | $6,531+6.4% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |