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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,754 | $226,090-52.3% | $182,531-41.0% | $152,885-29.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.44% | 192.57%-166.1pp | 148.57%-122.1pp | 345.39%-319.0pp |
| Employer contribution / active EE | $37,000 | $4,978+643.3% | $4,075+807.9% | $4,763+676.8% |
| Participant deferral / active EE | $25,000 | $6,369+292.5% | $5,525+352.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |