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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,992 | $175,257-42.9% | $149,717-33.2% | $139,456-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.55% | 166.70%-143.2pp | 134.41%-110.9pp | 373.45%-349.9pp |
| Employer contribution / active EE | $19,077 | $5,477+248.3% | $4,820+295.8% | $4,753+301.4% |
| Participant deferral / active EE | $13,416 | $6,521+105.7% | $5,682+136.1% | $6,711+99.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |