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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,045 | $201,372-33.9% | $184,260-27.8% | $145,884-8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 206.36% | 29.04%+177.3pp | 28.84%+177.5pp | 551.85%-345.5pp |
| Employer contribution / active EE | $4,940 | $7,024-29.7% | $6,427-23.1% | $4,662+6.0% |
| Participant deferral / active EE | $6,431 | $9,808-34.4% | $9,133-29.6% | $6,690-3.9% |
| Admin fee / account holder | $290 | $16,362-98.2% | $13,898-97.9% | $13,392-97.8% |