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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,867 | $92,766+63.7% | $82,763+83.5% | $134,545+12.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 19.24% | 946.97%-927.7pp | 702.45%-683.2pp | 418.37%-399.1pp |
| Employer contribution / active EE | $10,000 | $3,273+205.5% | $3,008+232.4% | $4,742+110.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |