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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,470 | $123,750+37.8% | $69,611+144.9% | $145,877+16.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.71% | 192.03%-180.3pp | 101.14%-89.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $22,569 | $2,672+744.8% | $1,709+1220.9% | $4,663+384.0% |
| Participant deferral / active EE | $0 | $4,243-100.0% | $2,891-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,696-100.0% | $13,402-100.0% |