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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,634 | $175,231-51.7% | $149,696-43.5% | $139,466-39.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.36% | 166.77%-117.4pp | 134.46%-85.1pp | 373.66%-324.3pp |
| Employer contribution / active EE | $14,643 | $5,478+167.3% | $4,821+203.7% | $4,754+208.0% |
| Participant deferral / active EE | $13,500 | $6,521+107.0% | $5,682+137.6% | $6,712+101.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |