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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,535 | $103,008+87.9% | $90,304+114.3% | $152,897+26.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.32% | 95.22%-64.9pp | 78.13%-47.8pp | 345.43%-315.1pp |
| Employer contribution / active EE | $6,500 | $3,139+107.0% | $2,855+127.7% | $4,764+36.5% |
| Participant deferral / active EE | $25,000 | $4,281+483.9% | $3,885+543.5% | $5,851+327.3% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |