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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,357 | $183,978-40.6% | $162,171-32.6% | $152,885-28.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.51% | 150.78%-125.3pp | 115.60%-90.1pp | 345.39%-319.9pp |
| Employer contribution / active EE | $11,608 | $6,370+82.2% | $5,613+106.8% | $4,763+143.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $13,122-99.6% | $10,843-99.5% | $11,598-99.6% |