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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,075 | $209,874-57.1% | $189,537-52.5% | $167,536-46.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 521.16% | 748.61%-227.5pp | 555.34%-34.2pp | 478.82%+42.3pp |
| Employer contribution / active EE | $36,606 | $6,913+429.5% | $6,161+494.2% | $4,839+656.5% |
| Participant deferral / active EE | $15,000 | $8,934+67.9% | $8,220+82.5% | $6,342+136.5% |
| Admin fee / account holder | $20 | $14,299-99.9% | $12,048-99.8% | $12,315-99.8% |