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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,051 | $198,457+20.5% | $170,435+40.3% | $147,586+62.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.65% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $11,121 | $6,183+79.9% | $5,432+104.7% | $4,876+128.1% |
| Participant deferral / active EE | $7,500 | $5,629+33.2% | $4,939+51.8% | $5,439+37.9% |
| Admin fee / account holder | $93 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |