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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,916 | $217,432-51.3% | $185,849-43.0% | $167,536-36.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.08% | 148.42%-137.3pp | 122.10%-111.0pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,500 | $6,357+33.7% | $5,569+52.6% | $6,342+34.0% |
| Admin fee / account holder | $55 | $19,818-99.7% | $16,244-99.7% | $12,315-99.6% |