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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,239 | $107,941+72.5% | $91,994+102.4% | $152,909+21.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.83% | 89.28%-69.5pp | 69.04%-49.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $12,500 | $4,212+196.8% | $3,453+262.0% | $4,764+162.4% |
| Participant deferral / active EE | $10,660 | $6,366+67.5% | $5,924+79.9% | $5,851+82.2% |
| Admin fee / account holder | $21 | $10,521-99.8% | $7,744-99.7% | $11,601-99.8% |