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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,599 | $105,145+93.6% | $94,664+115.1% | $139,466+46.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.89% | 38.09%-18.2pp | 156.84%-137.0pp | 373.66%-353.8pp |
| Employer contribution / active EE | $18,300 | $4,107+345.6% | $3,673+398.2% | $4,754+284.9% |
| Participant deferral / active EE | $27,000 | $7,599+255.3% | $7,417+264.0% | $6,712+302.3% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |