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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,111 | $111,830+94.1% | $93,696+131.7% | $145,884+48.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.53% | 204.08%-187.5pp | 133.74%-117.2pp | 551.85%-535.3pp |
| Employer contribution / active EE | $15,521 | $3,093+401.8% | $2,422+540.9% | $4,662+232.9% |
| Participant deferral / active EE | $4,413 | $4,920-10.3% | $4,417-0.1% | $6,690-34.0% |
| Admin fee / account holder | $20 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |