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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,922 | $73,546+192.2% | $63,018+241.0% | $147,586+45.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.25% | 175.56%-150.3pp | 87.62%-62.4pp | 578.59%-553.3pp |
| Employer contribution / active EE | $1,864 | $3,324-43.9% | $2,761-32.5% | $4,876-61.8% |
| Participant deferral / active EE | $8,900 | $4,185+112.7% | $3,330+167.3% | $5,439+63.6% |
| Admin fee / account holder | $20 | $5,956-99.7% | $3,601-99.4% | $10,886-99.8% |