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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,202 | $160,040+54.5% | $147,096+68.1% | $145,877+69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.83% | 98.49%-76.7pp | 419.75%-397.9pp | 551.28%-529.5pp |
| Employer contribution / active EE | $18,718 | $5,289+253.9% | $4,936+279.2% | $4,663+301.4% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |