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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,726 | $175,259+27.7% | $149,723+49.4% | $139,487+60.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.89% | 166.82%-141.9pp | 134.50%-109.6pp | 373.84%-348.9pp |
| Employer contribution / active EE | $24,850 | $5,478+353.6% | $4,821+415.4% | $4,755+422.6% |
| Participant deferral / active EE | $15,450 | $6,522+136.9% | $5,682+171.9% | $6,713+130.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |