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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,980 | $88,754+62.2% | $81,820+76.0% | $145,877-1.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.06% | 1031.77%-1008.7pp | 777.93%-754.9pp | 551.28%-528.2pp |
| Employer contribution / active EE | $10,492 | $3,085+240.0% | $2,915+259.9% | $4,663+125.0% |
| Participant deferral / active EE | $17,938 | $4,648+286.0% | $4,323+315.0% | $6,691+168.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |