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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,602 | $175,212-43.7% | $149,682-34.1% | $139,427-29.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 58.25% | 166.63%-108.4pp | 134.35%-76.1pp | 373.27%-315.0pp |
| Employer contribution / active EE | $66,000 | $5,475+1105.5% | $4,818+1269.7% | $4,752+1289.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |