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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,074 | $138,075+43.5% | $123,552+60.3% | $135,379+46.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 130.12% | 153.70%-23.6pp | 119.20%+10.9pp | 519.79%-389.7pp |
| Employer contribution / active EE | $36,000 | $5,152+598.8% | $4,628+677.9% | $4,779+653.3% |
| Participant deferral / active EE | $24,000 | $6,800+253.0% | $6,426+273.5% | $5,609+327.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |