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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,217 | $138,076+26.2% | $123,553+41.0% | $135,380+28.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.13% | 153.70%-148.6pp | 119.21%-114.1pp | 519.81%-514.7pp |
| Employer contribution / active EE | $24,000 | $5,152+365.9% | $4,628+418.6% | $4,779+402.2% |
| Participant deferral / active EE | $18,750 | $6,800+175.8% | $6,426+191.8% | $5,609+234.3% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |