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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,749 | $150,447+20.1% | $136,298+32.6% | $147,586+22.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $8,702 | $5,256+65.5% | $4,696+85.3% | $4,876+78.4% |
| Participant deferral / active EE | $10,103 | $6,631+52.4% | $6,247+61.7% | $5,439+85.8% |
| Admin fee / account holder | $200 | $10,906-98.2% | $9,244-97.8% | $10,886-98.2% |