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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,801 | $108,685+26.8% | $74,719+84.4% | $152,885-9.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 21.79% | 114.09%-92.3pp | 753.05%-731.3pp | 345.39%-323.6pp |
| Employer contribution / active EE | $5,362 | $1,504+256.5% | $1,084+394.6% | $4,763+12.6% |
| Participant deferral / active EE | $15,425 | $2,712+468.8% | $1,963+685.7% | $5,851+163.6% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |