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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,639 | $144,130+12.1% | $117,861+37.1% | $147,586+9.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.46% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $11,023 | $4,897+125.1% | $3,786+191.1% | $4,876+126.0% |
| Participant deferral / active EE | $12,184 | $5,316+129.2% | $4,482+171.8% | $5,439+124.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |