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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,408 | $150,447+21.9% | $136,298+34.6% | $147,586+24.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.58% | 1049.15%-1024.6pp | 5156.27%-5131.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $7,294 | $5,256+38.8% | $4,696+55.3% | $4,876+49.6% |
| Participant deferral / active EE | $5,745 | $6,631-13.4% | $6,247-8.0% | $5,439+5.6% |
| Admin fee / account holder | $11 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |