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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,370 | $201,372-33.3% | $184,260-27.1% | $145,884-7.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 227.86% | 29.04%+198.8pp | 28.84%+199.0pp | 551.85%-324.0pp |
| Employer contribution / active EE | $3,940 | $7,024-43.9% | $6,427-38.7% | $4,662-15.5% |
| Participant deferral / active EE | $12,900 | $9,808+31.5% | $9,133+41.2% | $6,690+92.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |