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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,996 | $88,702+70.2% | $81,780+84.6% | $145,978+3.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.91% | 1029.12%-1007.2pp | 776.27%-754.4pp | 550.52%-528.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,996 | $4,645+244.4% | $4,321+270.2% | $6,690+139.1% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |