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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,683 | $96,678+77.6% | $86,640+98.2% | $139,466+23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.03% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.6pp |
| Employer contribution / active EE | $6,990 | $3,265+114.1% | $3,024+131.1% | $4,754+47.0% |
| Participant deferral / active EE | $3,220 | $4,837-33.4% | $4,438-27.4% | $6,712-52.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |