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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,998 | $150,445+34.3% | $136,297+48.2% | $147,585+36.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.93% | 1049.14%-1035.2pp | 5156.16%-5142.2pp | 578.57%-564.6pp |
| Employer contribution / active EE | $16,000 | $5,256+204.4% | $4,696+240.7% | $4,876+228.1% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $81 | $10,906-99.3% | $9,244-99.1% | $10,885-99.3% |