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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,388 | $176,688+12.8% | $130,660+52.6% | $152,897+30.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.89% | 2693.08%-2676.2pp | 1709.29%-1692.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $8,598 | $5,743+49.7% | $4,092+110.1% | $4,764+80.5% |
| Participant deferral / active EE | $6,250 | $4,362+43.3% | $3,603+73.5% | $5,851+6.8% |
| Admin fee / account holder | $98 | $7,131-98.6% | $5,463-98.2% | $11,599-99.2% |