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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,067 | $104,336+29.5% | $159,495-15.3% | $86,828+55.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 14.83% | 26.32%-11.5pp | 263.72%-248.9pp | 97.95%-83.1pp |
| Employer contribution / active EE | $10,551 | $3,451+205.7% | $4,831+118.4% | $2,406+338.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $3 | $172-98.3% | $10,804-100.0% | $170-98.3% |