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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,398 | $111,830+36.3% | $93,696+62.7% | $145,884+4.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 12.09% | 204.08%-192.0pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30 | $10,249-99.7% | $8,287-99.6% | $13,392-99.8% |