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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,797 | $103,008+64.8% | $90,304+88.0% | $152,897+11.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.55% | 95.22%-69.7pp | 78.13%-52.6pp | 345.43%-319.9pp |
| Employer contribution / active EE | $10,612 | $3,139+238.0% | $2,855+271.7% | $4,764+122.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |