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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,350 | $81,632+34.0% | $70,455+55.2% | $158,931-31.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.90% | 208.48%-186.6pp | 109.06%-87.2pp | 302.86%-281.0pp |
| Employer contribution / active EE | $5,623 | $3,217+74.8% | $2,737+105.4% | $4,761+18.1% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |