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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,944 | $169,356+42.3% | $129,406+86.2% | $145,897+65.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.82% | 14418.62%-14410.8pp | 9468.18%-9460.4pp | 552.29%-544.5pp |
| Employer contribution / active EE | $22,500 | $5,542+306.0% | $4,155+441.5% | $4,663+382.6% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,167+451.9% | $6,689+243.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |