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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,835 | $78,562+209.1% | $105,608+129.9% | $74,429+226.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 18.99% | 15.94%+3.0pp | 116.50%-97.5pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $17,457 | $2,521+592.4% | $3,167+451.2% | $2,625+565.1% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |