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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,313 | $118,708+100.8% | $98,920+140.9% | $158,982+49.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.56% | 372.49%-359.9pp | 196.47%-183.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $11,270 | $3,334+238.0% | $2,689+319.0% | $4,763+136.6% |
| Participant deferral / active EE | $7,748 | $5,089+52.2% | $4,245+82.5% | $5,983+29.5% |
| Admin fee / account holder | $42 | $10,134-99.6% | $6,643-99.4% | $11,252-99.6% |