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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,101 | $107,353+39.8% | $92,903+61.6% | $152,885-1.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.17% | 145.62%-126.4pp | 109.43%-90.3pp | 345.39%-326.2pp |
| Employer contribution / active EE | $7,866 | $4,222+86.3% | $3,653+115.3% | $4,763+65.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |