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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,865 | $152,542+42.2% | $117,498+84.6% | $134,509+61.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.25% | 53.02%-66.3pp | 29.75%-43.0pp | 418.13%-431.4pp |
| Employer contribution / active EE | $14,143 | $5,574+153.7% | $4,178+238.5% | $4,741+198.3% |
| Participant deferral / active EE | $20,500 | $4,819+325.4% | $4,071+403.5% | $6,400+220.3% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |