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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,202 | $104,544+29.3% | $76,657+76.4% | $152,897-11.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.99% | 1014.36%-994.4pp | 1166.74%-1146.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $6,844 | $3,118+119.5% | $2,303+197.2% | $4,764+43.7% |
| Participant deferral / active EE | $5,989 | $4,236+41.4% | $3,335+79.6% | $5,851+2.4% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |