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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,212 | $150,447+39.7% | $136,298+54.2% | $147,586+42.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.72% | 1049.15%-1032.4pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $8,008 | $5,256+52.3% | $4,696+70.5% | $4,876+64.2% |
| Participant deferral / active EE | $4,000 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $23 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |