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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,025 | $160,070+19.3% | $147,117+29.8% | $145,897+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $30,875 | $5,285+484.3% | $4,932+526.0% | $4,663+562.2% |
| Participant deferral / active EE | $19,000 | $8,419+125.7% | $8,065+135.6% | $6,689+184.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |