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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,841 | $114,093+106.7% | $96,171+145.2% | $167,536+40.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.41% | 190.00%-177.6pp | 192.04%-179.6pp | 478.82%-466.4pp |
| Employer contribution / active EE | $10,194 | $3,429+197.3% | $2,799+264.2% | $4,839+110.7% |
| Participant deferral / active EE | $5,242 | $5,197+0.9% | $4,350+20.5% | $6,342-17.3% |
| Admin fee / account holder | $16 | $6,899-99.8% | $5,538-99.7% | $12,315-99.9% |