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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,269 | $144,130-0.6% | $117,861+21.6% | $147,586-2.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 922.30% | 531.20%+391.1pp | 335.11%+587.2pp | 578.59%+343.7pp |
| Employer contribution / active EE | $12,642 | $4,897+158.2% | $3,786+233.9% | $4,876+159.2% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |