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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,918 | $104,953+33.3% | $84,637+65.3% | $152,909-8.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.06% | 373.94%-352.9pp | 258.82%-237.8pp | 345.46%-324.4pp |
| Employer contribution / active EE | $14,792 | $3,304+347.8% | $2,653+457.5% | $4,764+210.5% |
| Participant deferral / active EE | $7,153 | $4,691+52.5% | $3,900+83.4% | $5,851+22.3% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |