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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,228 | $84,713+24.2% | $75,717+39.0% | $167,518-37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.41% | 199.49%-182.1pp | 104.58%-87.2pp | 478.71%-461.3pp |
| Employer contribution / active EE | $5,000 | $3,229+54.8% | $2,743+82.3% | $4,838+3.3% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |