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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,959 | $160,070+23.7% | $147,117+34.6% | $145,897+35.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 947.95% | 98.69%+849.3pp | 420.54%+527.4pp | 552.29%+395.7pp |
| Employer contribution / active EE | $4,673 | $5,285-11.6% | $4,932-5.3% | $4,663+0.2% |
| Participant deferral / active EE | $10,000 | $8,419+18.8% | $8,065+24.0% | $6,689+49.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |