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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,564 | $121,677+50.0% | $104,625+74.5% | $158,966+14.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 55.84% | 465.58%-409.7pp | 340.60%-284.8pp | 302.95%-247.1pp |
| Employer contribution / active EE | $2,905 | $3,165-8.2% | $2,681+8.3% | $4,762-39.0% |
| Participant deferral / active EE | $6,819 | $4,175+63.3% | $3,738+82.5% | $5,983+14.0% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |