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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,080 | $70,366+190.0% | $66,674+206.1% | $138,895+46.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 41.29% | 386.41%-345.1pp | 321.24%-280.0pp | 145.39%-104.1pp |
| Employer contribution / active EE | $14,127 | $2,765+410.9% | $2,620+439.2% | $4,194+236.8% |
| Participant deferral / active EE | $12,977 | $4,374+196.7% | $4,084+217.7% | $6,396+102.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |