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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,013 | $150,447+60.9% | $136,298+77.6% | $147,586+64.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.83% | 1049.15%-1025.3pp | 5156.27%-5132.4pp | 578.59%-554.8pp |
| Employer contribution / active EE | $9,263 | $5,256+76.2% | $4,696+97.3% | $4,876+90.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |