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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,842 | $107,363-43.3% | $92,909-34.5% | $152,897-60.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 49.12% | 145.63%-96.5pp | 109.44%-60.3pp | 345.43%-296.3pp |
| Employer contribution / active EE | $13,483 | $4,222+219.3% | $3,653+269.1% | $4,764+183.0% |
| Participant deferral / active EE | $7,544 | $4,848+55.6% | $4,238+78.0% | $5,851+28.9% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |