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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,727 | $150,447+62.7% | $136,298+79.6% | $147,586+65.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.05% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $9,279 | $5,256+76.5% | $4,696+97.6% | $4,876+90.3% |
| Participant deferral / active EE | $5,152 | $6,631-22.3% | $6,247-17.5% | $5,439-5.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |