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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,635 | $171,867+13.2% | $149,721+30.0% | $147,586+31.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.78% | 2113.36%-2074.6pp | 1501.67%-1462.9pp | 578.59%-539.8pp |
| Employer contribution / active EE | $9,169 | $6,275+46.1% | $5,444+68.4% | $4,876+88.0% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $28 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |