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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,758 | $73,546+46.5% | $63,018+71.0% | $147,586-27.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.13% | 175.56%-161.4pp | 87.62%-73.5pp | 578.59%-564.5pp |
| Employer contribution / active EE | $7,342 | $3,324+120.9% | $2,761+166.0% | $4,876+50.6% |
| Participant deferral / active EE | $8,833 | $4,185+111.1% | $3,330+165.3% | $5,439+62.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |