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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,025 | $160,040+19.4% | $147,096+29.9% | $145,877+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 98.49%-84.9pp | 419.75%-406.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $30,875 | $5,289+483.7% | $4,936+525.5% | $4,663+562.1% |
| Participant deferral / active EE | $19,000 | $8,429+125.4% | $8,071+135.4% | $6,691+184.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |