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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,258 | $100,139+54.0% | $85,187+81.1% | $145,884+5.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.98% | 84.15%-59.2pp | 66.67%-41.7pp | 551.85%-526.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,530 | $5,296+23.3% | $4,525+44.3% | $6,690-2.4% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |