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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,518 | $55,423+267.2% | $155,602+30.8% | $74,400+173.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.20% | 269.07%-253.9pp | 64.81%-49.6pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $10,432 | $2,266+360.5% | $4,675+123.1% | $2,624+297.5% |
| Participant deferral / active EE | $7,365 | $2,835+159.8% | $5,629+30.8% | $4,348+69.4% |
| Admin fee / account holder | $1 | $1,744-99.9% | $15,923-100.0% | $1,944-99.9% |