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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,132 | $106,008+94.4% | $92,240+123.5% | $147,586+39.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.63% | 50.05%-33.4pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,667 | $4,333-61.5% | $3,680-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $21,667 | $4,478+383.8% | $3,897+456.0% | $5,439+298.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |