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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,292 | $88,778+71.5% | $81,844+86.1% | $145,884+4.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $5,110 | $3,087+65.5% | $2,916+75.2% | $4,662+9.6% |
| Participant deferral / active EE | $12,941 | $4,648+178.4% | $4,323+199.3% | $6,690+93.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |