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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $150,435+24.7% | $120,580+55.6% | $145,897+28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.24% | 154.60%-141.4pp | 107.48%-94.2pp | 552.29%-539.1pp |
| Employer contribution / active EE | $20,964 | $4,352+381.7% | $3,469+504.3% | $4,663+349.6% |
| Participant deferral / active EE | $20,491 | $6,174+231.9% | $4,995+310.2% | $6,689+206.3% |
| Admin fee / account holder | $85 | $12,182-99.3% | $9,418-99.1% | $13,390-99.4% |