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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,622 | $114,073-49.5% | $96,161-40.1% | $167,518-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.94% | 189.95%-171.0pp | 192.01%-173.1pp | 478.71%-459.8pp |
| Employer contribution / active EE | $20,000 | $3,428+483.4% | $2,798+614.7% | $4,838+313.4% |
| Participant deferral / active EE | $19,500 | $5,195+275.4% | $4,349+348.3% | $6,342+207.5% |
| Admin fee / account holder | $170 | $6,899-97.5% | $5,538-96.9% | $12,312-98.6% |