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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,229 | $96,678+120.6% | $86,640+146.1% | $139,466+52.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.74% | 106.69%-91.9pp | 592.52%-577.8pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,026 | $3,265+23.3% | $3,024+33.1% | $4,754-15.3% |
| Participant deferral / active EE | $7,873 | $4,837+62.8% | $4,438+77.4% | $6,712+17.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |