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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,792 | $165,399+32.9% | $149,745+46.8% | $158,982+38.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 97.47% | 348.34%-250.9pp | 276.72%-179.2pp | 302.99%-205.5pp |
| Employer contribution / active EE | $12,433 | $5,105+143.6% | $4,646+167.6% | $4,763+161.0% |
| Participant deferral / active EE | $13,350 | $7,183+85.9% | $6,843+95.1% | $5,983+123.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |