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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,473 | $96,419+154.6% | $80,648+204.4% | $139,487+76.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.88% | 1352.86%-1338.0pp | 937.21%-922.3pp | 373.84%-359.0pp |
| Employer contribution / active EE | $6,887 | $3,261+111.2% | $2,724+152.9% | $4,755+44.8% |
| Participant deferral / active EE | $11,100 | $5,225+112.4% | $4,443+149.8% | $6,713+65.4% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |