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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,009 | $209,428-56.1% | $178,498-48.5% | $158,950-42.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 123.23% | 188.78%-65.6pp | 151.09%-27.9pp | 302.91%-179.7pp |
| Employer contribution / active EE | $18,750 | $5,707+228.5% | $5,011+274.2% | $4,762+293.7% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |