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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,499 | $100,139+4.4% | $85,187+22.7% | $145,884-28.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 288.18% | 84.15%+204.0pp | 66.67%+221.5pp | 551.85%-263.7pp |
| Employer contribution / active EE | $13,298 | $3,238+310.7% | $2,732+386.7% | $4,662+185.2% |
| Participant deferral / active EE | $23,482 | $5,296+343.4% | $4,525+419.0% | $6,690+251.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |