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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,238 | $149,040+45.8% | $120,225+80.7% | $137,256+58.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.71% | 605.68%-588.0pp | 439.23%-421.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $14,100 | $4,350+224.1% | $3,475+305.7% | $4,156+239.3% |
| Participant deferral / active EE | $27,250 | $4,655+485.4% | $3,999+581.5% | $6,407+325.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |