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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,304 | $102,663+57.1% | $86,216+87.1% | $139,466+15.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.68% | 1924.52%-1898.8pp | 1169.42%-1143.7pp | 373.66%-348.0pp |
| Employer contribution / active EE | $15,000 | $3,035+394.3% | $2,382+529.9% | $4,754+215.5% |
| Participant deferral / active EE | $10,954 | $4,677+134.2% | $3,986+174.8% | $6,712+63.2% |
| Admin fee / account holder | $116 | $8,663-98.7% | $6,853-98.3% | $11,409-99.0% |