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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,119 | $99,031+69.8% | $86,597+94.1% | $147,585+13.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 44.37% | 1312.56%-1268.2pp | 964.96%-920.6pp | 578.57%-534.2pp |
| Employer contribution / active EE | $6,925 | $3,132+121.1% | $2,840+143.9% | $4,876+42.0% |
| Participant deferral / active EE | $19,000 | $3,972+378.3% | $3,609+426.5% | $5,439+249.3% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |