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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,933 | $104,937+43.8% | $84,628+78.3% | $152,897-1.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.51% | 373.88%-358.4pp | 258.80%-243.3pp | 345.43%-329.9pp |
| Employer contribution / active EE | $34,333 | $3,303+939.4% | $2,653+1194.1% | $4,764+620.8% |
| Participant deferral / active EE | $21,000 | $4,690+347.8% | $3,900+438.5% | $5,851+258.9% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |