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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,483 | $121,701+22.0% | $104,639+41.9% | $158,982-6.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.96% | 465.72%-409.8pp | 340.67%-284.7pp | 302.99%-247.0pp |
| Employer contribution / active EE | $12,929 | $3,165+308.5% | $2,682+382.1% | $4,763+171.5% |
| Participant deferral / active EE | $8,667 | $4,176+107.5% | $3,738+131.9% | $5,983+44.8% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |