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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,141 | $121,701+60.3% | $104,639+86.5% | $158,982+22.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.20% | 465.72%-455.5pp | 340.67%-330.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $7,778-99.2% | $6,465-99.1% | $11,252-99.5% |