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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,380 | $112,933+43.8% | $90,970+78.5% | $158,982+2.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 44.51% | 215.82%-171.3pp | 134.60%-90.1pp | 302.99%-258.5pp |
| Employer contribution / active EE | $37,000 | $2,893+1178.8% | $2,122+1643.8% | $4,763+676.9% |
| Participant deferral / active EE | $18,552 | $4,128+349.4% | $3,373+450.0% | $5,983+210.0% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |