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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,616 | $150,445+22.0% | $136,297+34.7% | $147,585+24.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1049.14%-1035.5pp | 5156.16%-5142.6pp | 578.57%-565.0pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,696+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $5,000 | $6,631-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |