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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,876 | $96,678+56.1% | $86,640+74.1% | $139,466+8.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.85% | 106.69%-82.8pp | 592.52%-568.7pp | 373.66%-349.8pp |
| Employer contribution / active EE | $9,347 | $3,265+186.2% | $3,024+209.1% | $4,754+96.6% |
| Participant deferral / active EE | $8,875 | $4,837+83.5% | $4,438+100.0% | $6,712+32.2% |
| Admin fee / account holder | $49 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |