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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,250 | $106,110+94.4% | $147,005+40.3% | $77,671+165.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.98% | 56.77%-42.8pp | 418.76%-404.8pp | 31.21%-17.2pp |
| Employer contribution / active EE | $8,613 | $4,065+111.9% | $4,934+74.6% | $2,726+215.9% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |