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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,056 | $176,688+14.4% | $130,660+54.6% | $152,897+32.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.42% | 2693.08%-2673.7pp | 1709.29%-1689.9pp | 345.43%-326.0pp |
| Employer contribution / active EE | $9,615 | $5,743+67.4% | $4,092+134.9% | $4,764+101.8% |
| Participant deferral / active EE | $5,207 | $4,362+19.4% | $3,603+44.5% | $5,851-11.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |