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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,476 | $108,685+42.1% | $74,719+106.7% | $152,885+1.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 7.13% | 114.09%-107.0pp | 753.05%-745.9pp | 345.39%-338.3pp |
| Employer contribution / active EE | $3,525 | $1,504+134.4% | $1,084+225.2% | $4,763-26.0% |
| Participant deferral / active EE | $3,525 | $2,712+30.0% | $1,963+79.5% | $5,851-39.8% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |