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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,521 | $217,432+6.0% | $185,849+24.0% | $167,536+37.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.65% | 148.42%-118.8pp | 122.10%-92.4pp | 478.82%-449.2pp |
| Employer contribution / active EE | $7,316 | $5,875+24.5% | $5,169+41.6% | $4,839+51.2% |
| Participant deferral / active EE | $11,375 | $6,357+78.9% | $5,569+104.3% | $6,342+79.4% |
| Admin fee / account holder | $1 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |