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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,819 | $86,701+100.5% | $73,309+137.1% | $125,389+38.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 121.73% | 2.78%+119.0pp | 5.67%+116.1pp | 282.24%-160.5pp |
| Employer contribution / active EE | $2,007 | $4,152-51.7% | $3,237-38.0% | $4,866-58.8% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $250 | $7,768-96.8% | $5,635-95.6% | $9,541-97.4% |