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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,597 | $150,447+29.3% | $136,298+42.8% | $147,586+31.9% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 18.82% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $13,140 | $5,256+150.0% | $4,696+179.8% | $4,876+169.5% |
| Participant deferral / active EE | $15,000 | $6,631+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $48 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |