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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,873 | $110,093+37.0% | $97,295+55.1% | $145,897+3.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.63% | 244.76%-228.1pp | 75.62%-59.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $92 | $6,212-98.5% | $5,646-98.4% | $13,390-99.3% |