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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,475 | $84,741+50.4% | $75,731+68.3% | $167,553-23.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.71% | 199.72%-189.0pp | 104.65%-93.9pp | 478.89%-468.2pp |
| Employer contribution / active EE | $6,512 | $3,230+101.6% | $2,743+137.4% | $4,840+34.5% |
| Participant deferral / active EE | $13,408 | $4,577+192.9% | $3,820+251.0% | $6,343+111.4% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |