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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,152 | $106,003+18.1% | $92,236+35.7% | $147,585-15.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.65% | 50.05%-32.4pp | 176.29%-158.6pp | 578.57%-560.9pp |
| Employer contribution / active EE | $11,854 | $4,333+173.6% | $3,679+222.2% | $4,876+143.1% |
| Participant deferral / active EE | $5,089 | $4,478+13.6% | $3,897+30.6% | $5,439-6.4% |
| Admin fee / account holder | $200 | $6,333-96.8% | $5,194-96.1% | $10,885-98.2% |