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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,382 | $150,445-1.4% | $136,297+8.9% | $147,585+0.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 1049.14%-1035.2pp | 5156.16%-5142.2pp | 578.57%-564.6pp |
| Employer contribution / active EE | $8,559 | $5,256+62.8% | $4,696+82.3% | $4,876+75.5% |
| Participant deferral / active EE | $8,349 | $6,631+25.9% | $6,247+33.7% | $5,439+53.5% |
| Admin fee / account holder | $29 | $10,906-99.7% | $9,244-99.7% | $10,885-99.7% |