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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,537 | $102,429+45.0% | $147,096+1.0% | $80,925+83.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.71% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $25,560 | $3,716+587.9% | $4,936+417.8% | $2,756+827.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |