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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,623 | $150,435+46.0% | $120,580+82.1% | $145,897+50.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 15.94% | 154.60%-138.7pp | 107.48%-91.5pp | 552.29%-536.4pp |
| Employer contribution / active EE | $3,500 | $4,352-19.6% | $3,469+0.9% | $4,663-24.9% |
| Participant deferral / active EE | $2,600 | $6,174-57.9% | $4,995-48.0% | $6,689-61.1% |
| Admin fee / account holder | $84 | $12,182-99.3% | $9,418-99.1% | $13,390-99.4% |