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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,442 | $111,830+48.8% | $93,696+77.6% | $145,884+14.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.54% | 204.08%-188.5pp | 133.74%-118.2pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,000 | $3,093+29.3% | $2,422+65.2% | $4,662-14.2% |
| Participant deferral / active EE | $5,000 | $4,920+1.6% | $4,417+13.2% | $6,690-25.3% |
| Admin fee / account holder | $120 | $10,249-98.8% | $8,287-98.6% | $13,392-99.1% |