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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,456 | $106,008+57.0% | $92,240+80.5% | $147,586+12.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.50% | 50.05%-31.6pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $8,885 | $4,333+105.0% | $3,680+141.5% | $4,876+82.2% |
| Participant deferral / active EE | $9,612 | $4,478+114.6% | $3,897+146.7% | $5,439+76.7% |
| Admin fee / account holder | $3 | $6,333-100.0% | $5,194-99.9% | $10,886-100.0% |