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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,706 | $88,778+93.4% | $81,844+109.8% | $145,884+17.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1033.03%-1017.1pp | 778.87%-763.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,690 | $3,087+116.7% | $2,916+129.4% | $4,662+43.5% |
| Participant deferral / active EE | $6,690 | $4,648+43.9% | $4,323+54.7% | $6,6900% |
| Admin fee / account holder | $10 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |