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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,586 | $180,749-37.7% | $160,784-30.0% | $137,256-18.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.34% | 2234.46%-2210.1pp | 1803.92%-1779.6pp | 220.34%-196.0pp |
| Employer contribution / active EE | $27,000 | $4,155+549.8% | $3,733+623.3% | $4,156+549.7% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |