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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,835 | $109,863+35.5% | $98,477+51.1% | $167,518-11.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.85% | 1958.09%-1939.2pp | 1493.59%-1474.7pp | 478.71%-459.9pp |
| Employer contribution / active EE | $6,274 | $3,225+94.5% | $2,961+111.9% | $4,838+29.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |