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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,976 | $99,017+53.5% | $86,587+75.5% | $147,585+3.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.54% | 1312.37%-1292.8pp | 964.86%-945.3pp | 578.56%-559.0pp |
| Employer contribution / active EE | $12,500 | $3,132+299.1% | $2,839+340.2% | $4,876+156.3% |
| Participant deferral / active EE | $10,729 | $3,972+170.1% | $3,609+197.3% | $5,439+97.3% |
| Admin fee / account holder | $2 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |