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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,790 | $150,446+42.8% | $136,297+57.6% | $147,585+45.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.95% | 1049.14%-1026.2pp | 5156.19%-5133.2pp | 578.58%-555.6pp |
| Employer contribution / active EE | $8,526 | $5,256+62.2% | $4,696+81.6% | $4,876+74.8% |
| Participant deferral / active EE | $3,418 | $6,631-48.5% | $6,247-45.3% | $5,439-37.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |