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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,449 | $209,422-49.6% | $178,503-40.9% | $158,982-33.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 84.48% | 188.81%-104.3pp | 151.12%-66.6pp | 302.99%-218.5pp |
| Employer contribution / active EE | $17,762 | $5,707+211.2% | $5,011+254.5% | $4,763+272.9% |
| Participant deferral / active EE | $18,000 | $5,955+202.3% | $5,202+246.0% | $5,983+200.8% |
| Admin fee / account holder | $175 | $17,079-99.0% | $13,987-98.8% | $11,252-98.4% |