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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,724 | $211,946-53.4% | $169,452-41.7% | $135,380-27.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 117.55% | 3.26%+114.3pp | 1.83%+115.7pp | 519.81%-402.3pp |
| Employer contribution / active EE | $20,133 | $5,117+293.5% | $4,157+384.3% | $4,779+321.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $152 | $11,472-98.7% | $9,110-98.3% | $10,828-98.6% |