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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,005 | $201,372-69.2% | $184,260-66.3% | $145,884-57.5% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 288.17% | 29.04%+259.1pp | 28.84%+259.3pp | 551.85%-263.7pp |
| Employer contribution / active EE | $24,195 | $7,024+244.5% | $6,427+276.4% | $4,662+419.0% |
| Participant deferral / active EE | $14,858 | $9,808+51.5% | $9,133+62.7% | $6,690+122.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |