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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,992 | $202,342+13.2% | $172,753+32.6% | $152,909+49.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.15% | 1029.88%-1004.7pp | 803.00%-777.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $14,824 | $5,857+153.1% | $5,144+188.2% | $4,764+211.2% |
| Participant deferral / active EE | $9,750 | $5,948+63.9% | $5,198+87.6% | $5,851+66.6% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |