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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,591 | $107,941+69.2% | $91,994+98.5% | $152,909+19.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 43.32% | 89.28%-46.0pp | 69.04%-25.7pp | 345.46%-302.1pp |
| Employer contribution / active EE | $18,125 | $4,212+330.4% | $3,453+425.0% | $4,764+280.5% |
| Participant deferral / active EE | $22,000 | $6,366+245.6% | $5,924+271.4% | $5,851+276.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |