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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,854 | $102,663+18.7% | $86,216+41.3% | $139,466-12.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 33.60% | 1924.52%-1890.9pp | 1169.42%-1135.8pp | 373.66%-340.1pp |
| Employer contribution / active EE | $9,150 | $3,035+201.5% | $2,382+284.2% | $4,754+92.5% |
| Participant deferral / active EE | $18,300 | $4,677+291.2% | $3,986+359.1% | $6,712+172.6% |
| Admin fee / account holder | $149 | $8,663-98.3% | $6,853-97.8% | $11,409-98.7% |