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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,359 | $88,754+84.1% | $81,820+99.7% | $145,877+12.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1031.77%-1011.7pp | 777.93%-757.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $9,038 | $3,085+192.9% | $2,915+210.0% | $4,663+93.8% |
| Participant deferral / active EE | $10,348 | $4,648+122.7% | $4,323+139.4% | $6,691+54.7% |
| Admin fee / account holder | $10 | $8,424-99.9% | $7,391-99.9% | $13,402-99.9% |