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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,939 | $112,935+51.4% | $90,970+87.9% | $158,966+7.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.21% | 215.79%-186.6pp | 134.58%-105.4pp | 302.95%-273.7pp |
| Employer contribution / active EE | $6,853 | $2,895+136.8% | $2,122+222.9% | $4,762+43.9% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $136 | $8,045-98.3% | $5,960-97.7% | $11,250-98.8% |