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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,273 | $154,193+51.9% | $130,045+80.1% | $139,466+68.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 78.65% | 32.51%+46.1pp | -137.30%+216.0pp | 373.66%-295.0pp |
| Employer contribution / active EE | $9,600 | $5,292+81.4% | $4,321+122.2% | $4,754+101.9% |
| Participant deferral / active EE | $25,000 | $6,709+272.7% | $5,820+329.6% | $6,712+272.5% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |