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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,195 | $92,743+145.0% | $82,744+174.6% | $134,532+68.9% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | 135.27% | 946.63%-811.4pp | 702.22%-566.9pp | 418.27%-283.0pp |
| Employer contribution / active EE | $1,314 | $3,273-59.8% | $3,008-56.3% | $4,741-72.3% |
| Participant deferral / active EE | $16,950 | $4,802+253.0% | $4,395+285.7% | $6,401+164.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |