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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,649 | $121,656+79.7% | $104,614+109.0% | $158,950+37.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.16% | 465.51%-449.4pp | 340.56%-324.4pp | 302.91%-286.7pp |
| Employer contribution / active EE | $22,370 | $3,164+607.0% | $2,681+734.3% | $4,762+369.8% |
| Participant deferral / active EE | $3,066 | $4,177-26.6% | $3,739-18.0% | $5,983-48.8% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |