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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,073 | $99,011-17.1% | $86,582-5.2% | $147,586-44.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.33% | 1312.75%-1290.4pp | 965.08%-942.8pp | 578.59%-556.3pp |
| Employer contribution / active EE | $8,500 | $3,132+171.4% | $2,839+199.4% | $4,876+74.3% |
| Participant deferral / active EE | $8,500 | $3,972+114.0% | $3,609+135.6% | $5,439+56.3% |
| Admin fee / account holder | $15 | $5,709-99.7% | $4,904-99.7% | $10,886-99.9% |