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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,265 | $99,017-10.9% | $86,587+1.9% | $147,585-40.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.85% | 1312.37%-1289.5pp | 964.86%-942.0pp | 578.56%-555.7pp |
| Employer contribution / active EE | $5,192 | $3,132+65.8% | $2,839+82.9% | $4,876+6.5% |
| Participant deferral / active EE | $8,253 | $3,972+107.8% | $3,609+128.7% | $5,439+51.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |