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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,600 | $155,840-46.4% | $124,694-33.0% | $167,553-50.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.32% | 17.98%+4.3pp | 5144.82%-5122.5pp | 478.89%-456.6pp |
| Employer contribution / active EE | $12,000 | $4,165+188.1% | $3,325+261.0% | $4,840+148.0% |
| Participant deferral / active EE | $9,600 | $5,675+69.2% | $4,615+108.0% | $6,343+51.4% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |