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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,958 | $121,701+44.6% | $104,639+68.2% | $158,982+10.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 24.51% | 465.72%-441.2pp | 340.67%-316.2pp | 302.99%-278.5pp |
| Employer contribution / active EE | $6,767 | $3,165+113.8% | $2,682+152.3% | $4,763+42.1% |
| Participant deferral / active EE | $17,732 | $4,176+324.6% | $3,738+374.4% | $5,983+196.4% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |