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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,611 | $217,427-37.6% | $185,837-27.0% | $167,518-19.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.96% | 148.39%-105.4pp | 122.08%-79.1pp | 478.71%-435.8pp |
| Employer contribution / active EE | $13,949 | $5,874+137.5% | $5,168+169.9% | $4,838+188.3% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |