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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,222 | $149,040+59.2% | $120,225+97.3% | $137,256+72.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 49.33% | 605.68%-556.4pp | 439.23%-389.9pp | 220.34%-171.0pp |
| Employer contribution / active EE | $12,619 | $4,350+190.1% | $3,475+263.1% | $4,156+203.6% |
| Participant deferral / active EE | $10,175 | $4,655+118.6% | $3,999+154.5% | $6,407+58.8% |
| Admin fee / account holder | $233 | $6,348-96.3% | $5,696-95.9% | $12,270-98.1% |