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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,269 | $150,446+9.2% | $136,297+20.5% | $147,585+11.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.65% | 1049.14%-1025.5pp | 5156.19%-5132.5pp | 578.58%-554.9pp |
| Employer contribution / active EE | $7,000 | $5,256+33.2% | $4,696+49.1% | $4,876+43.6% |
| Participant deferral / active EE | $17,959 | $6,631+170.8% | $6,247+187.5% | $5,439+230.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |