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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,833 | $160,070+38.0% | $147,117+50.1% | $145,897+51.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.29% | 98.69%-69.4pp | 420.54%-391.2pp | 552.29%-523.0pp |
| Employer contribution / active EE | $31,750 | $5,285+500.8% | $4,932+543.7% | $4,663+580.9% |
| Participant deferral / active EE | $18,900 | $8,419+124.5% | $8,065+134.4% | $6,689+182.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |