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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,238 | $234,190-7.2% | $180,320+20.5% | $198,609+9.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 17.71% | 1057.44%-1039.7pp | 778.54%-760.8pp | 202.70%-185.0pp |
| Employer contribution / active EE | $14,100 | $5,258+168.2% | $4,108+243.3% | $5,055+178.9% |
| Participant deferral / active EE | $27,250 | $4,988+446.3% | $4,304+533.1% | $6,977+290.6% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |