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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,960 | $111,878+76.9% | $93,727+111.2% | $145,897+35.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.05% | 204.28%-178.2pp | 133.83%-107.8pp | 552.29%-526.2pp |
| Employer contribution / active EE | $5,721 | $3,092+85.0% | $2,421+136.3% | $4,663+22.7% |
| Participant deferral / active EE | $10,210 | $4,920+107.5% | $4,417+131.1% | $6,689+52.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |