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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,742 | $100,938+98.9% | $90,461+121.9% | $158,982+26.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.51% | 1727.20%-1697.7pp | 1294.76%-1265.3pp | 302.99%-273.5pp |
| Employer contribution / active EE | $11,285 | $3,691+205.7% | $3,264+245.8% | $4,763+136.9% |
| Participant deferral / active EE | $10,400 | $4,350+139.1% | $3,964+162.3% | $5,983+73.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |