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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,682 | $150,447+46.7% | $136,298+61.9% | $147,586+49.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.73% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,750 | $5,256-47.7% | $4,696-41.4% | $4,876-43.6% |
| Participant deferral / active EE | $2,750 | $6,631-58.5% | $6,247-56.0% | $5,439-49.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |