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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,362 | $106,001+27.7% | $92,235+46.8% | $147,585-8.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.38% | 50.05%-36.7pp | 176.28%-162.9pp | 578.56%-565.2pp |
| Employer contribution / active EE | $11,447 | $4,333+164.2% | $3,679+211.1% | $4,876+134.7% |
| Participant deferral / active EE | $8,394 | $4,478+87.4% | $3,897+115.4% | $5,439+54.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |