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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,684 | $160,059+11.0% | $140,019+26.9% | $135,379+31.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 663.09% | 911.44%-248.4pp | 651.15%+11.9pp | 519.79%+143.3pp |
| Employer contribution / active EE | $12,317 | $6,420+91.9% | $5,605+119.7% | $4,779+157.7% |
| Participant deferral / active EE | $7,040 | $7,641-7.9% | $6,927+1.6% | $5,609+25.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |