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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,378 | $99,017+124.6% | $86,587+156.8% | $147,585+50.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1312.37%-1296.5pp | 964.86%-949.0pp | 578.56%-562.7pp |
| Employer contribution / active EE | $5,196 | $3,132+65.9% | $2,839+83.0% | $4,876+6.5% |
| Participant deferral / active EE | $12,221 | $3,972+207.7% | $3,609+238.7% | $5,439+124.7% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |