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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,296 | $106,923+27.5% | $84,023+62.2% | $152,909-10.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.94% | 105.02%-88.1pp | 71.32%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $7,200 | $2,735+163.2% | $1,984+262.9% | $4,764+51.1% |
| Participant deferral / active EE | $24,000 | $4,013+498.1% | $3,239+640.9% | $5,851+310.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |