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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,199 | $171,865-76.0% | $149,718-72.5% | $147,585-72.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 88.68% | 2113.29%-2024.6pp | 1501.67%-1413.0pp | 578.56%-489.9pp |
| Employer contribution / active EE | $2,234 | $6,275-64.4% | $5,445-59.0% | $4,876-54.2% |
| Participant deferral / active EE | $13,500 | $7,270+85.7% | $6,569+105.5% | $5,439+148.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |