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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,724 | $226,105-24.9% | $182,540-7.0% | $152,897+11.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.41% | 192.58%-169.2pp | 148.58%-125.2pp | 345.43%-322.0pp |
| Employer contribution / active EE | $7,500 | $4,978+50.7% | $4,076+84.0% | $4,764+57.4% |
| Participant deferral / active EE | $18,500 | $6,370+190.4% | $5,525+234.8% | $5,851+216.2% |
| Admin fee / account holder | $50 | $10,706-99.5% | $8,593-99.4% | $11,599-99.6% |