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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,440 | $99,652-9.2% | $78,778+14.8% | $147,586-38.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 90.36% | 47.28%+43.1pp | 35.62%+54.7pp | 578.59%-488.2pp |
| Employer contribution / active EE | $20,000 | $2,796+615.4% | $1,986+907.2% | $4,876+310.1% |
| Participant deferral / active EE | $16,000 | $3,664+336.7% | $2,958+440.9% | $5,439+194.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |