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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,580 | $114,073+58.3% | $96,161+87.8% | $167,518+7.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.82% | 189.95%-172.1pp | 192.01%-174.2pp | 478.71%-460.9pp |
| Employer contribution / active EE | $4,023 | $3,428+17.3% | $2,798+43.8% | $4,838-16.9% |
| Participant deferral / active EE | $12,532 | $5,195+141.2% | $4,349+188.1% | $6,342+97.6% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |