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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,716 | $185,883+8.0% | $170,043+18.0% | $139,466+43.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 192.48% | 60.54%+131.9pp | 53.40%+139.1pp | 373.66%-181.2pp |
| Employer contribution / active EE | $16,942 | $7,596+123.0% | $6,790+149.5% | $4,754+256.4% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |