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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,304 | $102,635+57.2% | $86,209+87.1% | $139,456+15.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.68% | 1923.53%-1897.8pp | 1169.05%-1143.4pp | 373.45%-347.8pp |
| Employer contribution / active EE | $15,000 | $3,034+394.4% | $2,381+529.9% | $4,753+215.6% |
| Participant deferral / active EE | $10,954 | $4,677+134.2% | $3,986+174.8% | $6,711+63.2% |
| Admin fee / account holder | $116 | $8,661-98.7% | $6,853-98.3% | $11,407-99.0% |