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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,630 | $106,001+117.6% | $92,235+150.0% | $147,585+56.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.28% | 50.05%-36.8pp | 176.28%-163.0pp | 578.56%-565.3pp |
| Employer contribution / active EE | $6,543 | $4,333+51.0% | $3,679+77.8% | $4,876+34.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |