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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,224 | $160,040+38.2% | $147,096+50.4% | $145,877+51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $26,833 | $5,289+407.3% | $4,936+443.6% | $4,663+475.5% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,691+243.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |