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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,350 | $81,696+33.8% | $70,494+55.1% | $158,982-31.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.90% | 208.70%-186.8pp | 109.16%-87.3pp | 302.99%-281.1pp |
| Employer contribution / active EE | $5,623 | $3,220+74.6% | $2,738+105.3% | $4,763+18.0% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |