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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,272 | $106,008+90.8% | $92,240+119.3% | $147,586+37.1% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 14.02% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $10,878 | $4,333+151.0% | $3,680+195.6% | $4,876+123.1% |
| Participant deferral / active EE | $6,027 | $4,478+34.6% | $3,897+54.7% | $5,439+10.8% |
| Admin fee / account holder | $17 | $6,333-99.7% | $5,194-99.7% | $10,886-99.8% |