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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,286 | $171,867+31.1% | $149,721+50.5% | $147,586+52.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 13.90% | 2113.36%-2099.5pp | 1501.67%-1487.8pp | 578.59%-564.7pp |
| Employer contribution / active EE | $9,666 | $6,275+54.0% | $5,444+77.5% | $4,876+98.2% |
| Participant deferral / active EE | $6,005 | $7,270-17.4% | $6,568-8.6% | $5,439+10.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |