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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,835 | $100,811+140.9% | $86,698+180.1% | $134,545+80.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 89.37% | 29.11%+60.3pp | 35.96%+53.4pp | 418.37%-329.0pp |
| Employer contribution / active EE | $9,245 | $3,490+164.9% | $2,837+225.9% | $4,742+95.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200 | $10,926-98.2% | $7,492-97.3% | $11,431-98.3% |