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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,296 | $73,518+152.0% | $63,003+194.1% | $147,585+25.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.04% | 175.46%-158.4pp | 87.59%-70.5pp | 578.57%-561.5pp |
| Employer contribution / active EE | $8,443 | $3,322+154.1% | $2,760+205.9% | $4,876+73.1% |
| Participant deferral / active EE | $23,867 | $4,183+470.5% | $3,329+616.9% | $5,439+338.8% |
| Admin fee / account holder | $262 | $5,952-95.6% | $3,600-92.7% | $10,885-97.6% |