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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,745 | $150,447+39.4% | $136,298+53.9% | $147,586+42.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.12% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.5pp |
| Employer contribution / active EE | $8,496 | $5,256+61.6% | $4,696+80.9% | $4,876+74.2% |
| Participant deferral / active EE | $7,746 | $6,631+16.8% | $6,247+24.0% | $5,439+42.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |