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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,858 | $88,778+39.5% | $81,844+51.3% | $145,884-15.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.63% | 1033.03%-1014.4pp | 778.87%-760.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $13,125 | $3,087+325.2% | $2,916+350.0% | $4,662+181.5% |
| Participant deferral / active EE | $13,125 | $4,648+182.4% | $4,323+203.6% | $6,690+96.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |