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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,777 | $160,040+41.7% | $147,096+54.2% | $145,877+55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $19,458 | $5,289+267.9% | $4,936+294.2% | $4,663+317.3% |
| Participant deferral / active EE | $19,033 | $8,429+125.8% | $8,071+135.8% | $6,691+184.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |