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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,777 | $73,421+37.3% | $66,439+51.7% | $155,188-35.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 19.98% | 1382.37%-1362.4pp | 757.66%-737.7pp | 148.84%-128.9pp |
| Employer contribution / active EE | $4,258 | $3,039+40.1% | $2,637+61.5% | $4,248+0.2% |
| Participant deferral / active EE | $8,927 | $4,680+90.8% | $3,876+130.3% | $6,531+36.7% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |