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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,948 | $100,938+92.1% | $90,461+114.4% | $158,982+22.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1131.71% | 1727.20%-595.5pp | 1294.76%-163.1pp | 302.99%+828.7pp |
| Employer contribution / active EE | $8,613 | $3,691+133.3% | $3,264+163.9% | $4,763+80.8% |
| Participant deferral / active EE | $12,905 | $4,350+196.7% | $3,964+225.5% | $5,983+115.7% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |