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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,585 | $197,819-4.2% | $155,789+21.7% | $125,388+51.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 5.00% | 86.73%-81.7pp | 71.54%-66.5pp | 282.24%-277.2pp |
| Employer contribution / active EE | $10,000 | $4,850+106.2% | $3,839+160.5% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |