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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,523 | $114,093+21.4% | $96,171+44.0% | $167,536-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.04% | 190.00%-175.0pp | 192.04%-177.0pp | 478.82%-463.8pp |
| Employer contribution / active EE | $5,999 | $3,429+74.9% | $2,799+114.3% | $4,839+24.0% |
| Participant deferral / active EE | $8,518 | $5,197+63.9% | $4,350+95.8% | $6,342+34.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |