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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,791 | $202,342+19.5% | $172,753+40.0% | $152,909+58.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.86% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $37,500 | $5,857+540.2% | $5,144+629.0% | $4,764+687.2% |
| Participant deferral / active EE | $21,500 | $5,948+261.5% | $5,198+313.6% | $5,851+267.4% |
| Admin fee / account holder | $104 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |