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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,470 | $106,001+102.3% | $92,235+132.5% | $147,585+45.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.24% | 50.05%-35.8pp | 176.28%-162.0pp | 578.56%-564.3pp |
| Employer contribution / active EE | $1,232 | $4,333-71.6% | $3,679-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $18,000 | $4,478+302.0% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |