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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,018 | $134,817+44.7% | $123,973+57.3% | $155,188+25.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.86% | 515.49%-500.6pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $19,030 | $4,425+330.0% | $4,126+361.2% | $4,248+348.0% |
| Participant deferral / active EE | $8,688 | $5,706+52.2% | $5,247+65.6% | $6,531+33.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |