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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,481 | $138,076+76.3% | $123,553+97.1% | $135,380+79.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.43% | 153.70%-143.3pp | 119.21%-108.8pp | 519.81%-509.4pp |
| Employer contribution / active EE | $2,392 | $5,152-53.6% | $4,628-48.3% | $4,779-50.0% |
| Participant deferral / active EE | $10,939 | $6,800+60.9% | $6,426+70.2% | $5,609+95.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |