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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,427 | $106,905+32.3% | $84,020+68.3% | $152,885-7.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 13.88% | 105.00%-91.1pp | 71.31%-57.4pp | 345.39%-331.5pp |
| Employer contribution / active EE | $2,000 | $2,735-26.9% | $1,984+0.8% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |