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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,743 | $72,426+182.7% | $67,560+203.1% | $145,897+40.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.59% | 7226.78%-7217.2pp | 3533.50%-3523.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $12,000 | $3,074+290.3% | $2,737+338.5% | $4,663+157.4% |
| Participant deferral / active EE | $23,000 | $4,785+380.7% | $4,004+474.4% | $6,689+243.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |