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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,635 | $96,678+75.5% | $86,640+95.8% | $139,466+21.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.12% | 106.69%-84.6pp | 592.52%-570.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $6,207 | $3,265+90.1% | $3,024+105.2% | $4,754+30.6% |
| Participant deferral / active EE | $13,670 | $4,837+182.6% | $4,438+208.0% | $6,712+103.7% |
| Admin fee / account holder | $174 | $6,410-97.3% | $5,616-96.9% | $11,409-98.5% |