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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,979 | $176,105-66.5% | $159,474-63.0% | $167,536-64.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 70.56% | 331.91%-261.3pp | 263.68%-193.1pp | 478.82%-408.3pp |
| Employer contribution / active EE | $6,116 | $5,299+15.4% | $4,831+26.6% | $4,839+26.4% |
| Participant deferral / active EE | $12,303 | $7,751+58.7% | $7,353+67.3% | $6,342+94.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |