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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,293 | $209,840-30.8% | $189,517-23.3% | $167,497-13.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.34% | 748.35%-736.0pp | 555.19%-542.9pp | 478.62%-466.3pp |
| Employer contribution / active EE | $12,500 | $6,914+80.8% | $6,162+102.9% | $4,838+158.4% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |