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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,622 | $184,000-66.0% | $162,185-61.4% | $152,909-59.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 60.37% | 150.80%-90.4pp | 115.61%-55.2pp | 345.46%-285.1pp |
| Employer contribution / active EE | $14,790 | $6,370+132.2% | $5,613+163.5% | $4,764+210.5% |
| Participant deferral / active EE | $11,587 | $8,033+44.2% | $7,297+58.8% | $5,851+98.0% |
| Admin fee / account holder | $30 | $13,124-99.8% | $10,844-99.7% | $11,601-99.7% |