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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,238 | $162,529+33.7% | $130,788+66.1% | $154,746+40.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.71% | 510.48%-492.8pp | 386.44%-368.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $14,100 | $4,447+217.0% | $3,558+296.3% | $4,379+222.0% |
| Participant deferral / active EE | $27,250 | $4,808+466.7% | $4,137+558.7% | $6,730+304.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |