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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,730 | $114,093+109.2% | $96,171+148.2% | $167,536+42.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.63% | 190.00%-173.4pp | 192.04%-175.4pp | 478.82%-462.2pp |
| Employer contribution / active EE | $4,289 | $3,429+25.1% | $2,799+53.2% | $4,839-11.4% |
| Participant deferral / active EE | $8,420 | $5,197+62.0% | $4,350+93.6% | $6,342+32.8% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |