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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,066 | $176,105+37.5% | $159,474+51.8% | $167,536+44.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.42% | 331.91%-307.5pp | 263.68%-239.3pp | 478.82%-454.4pp |
| Employer contribution / active EE | $25,461 | $5,299+380.5% | $4,831+427.1% | $4,839+426.2% |
| Participant deferral / active EE | $9,208 | $7,751+18.8% | $7,353+25.2% | $6,342+45.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |