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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,754 | $138,075+59.9% | $123,552+78.7% | $135,379+63.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.09% | 153.70%-148.6pp | 119.20%-114.1pp | 519.79%-514.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |