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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,924 | $95,664+86.0% | $76,902+131.4% | $139,487+27.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.30% | 55.03%-37.7pp | 37.91%-20.6pp | 373.84%-356.5pp |
| Employer contribution / active EE | $47,333 | $3,147+1404.1% | $2,534+1767.9% | $4,755+895.5% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $20 | $8,311-99.8% | $5,479-99.6% | $11,407-99.8% |