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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,718 | $70,121+144.9% | $63,803+169.1% | $138,895+23.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 16.94% | 946.48%-929.5pp | 543.72%-526.8pp | 145.39%-128.5pp |
| Employer contribution / active EE | $5,000 | $2,882+73.5% | $2,532+97.4% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |