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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,536 | $150,435+50.6% | $120,580+87.9% | $145,897+55.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 9.62% | 154.60%-145.0pp | 107.48%-97.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $14,967 | $4,352+243.9% | $3,469+331.4% | $4,663+221.0% |
| Participant deferral / active EE | $11,102 | $6,174+79.8% | $4,995+122.2% | $6,689+66.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |