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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,791 | $106,008+13.0% | $92,240+29.9% | $147,586-18.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.77% | 50.05%-22.3pp | 176.29%-148.5pp | 578.59%-550.8pp |
| Employer contribution / active EE | $19,515 | $4,333+350.3% | $3,680+430.3% | $4,876+300.2% |
| Participant deferral / active EE | $11,019 | $4,478+146.1% | $3,897+182.8% | $5,439+102.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |