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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,116 | $226,105-32.3% | $182,540-16.1% | $152,897+0.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 12.39% | 192.58%-180.2pp | 148.58%-136.2pp | 345.43%-333.0pp |
| Employer contribution / active EE | $7,500 | $4,978+50.7% | $4,076+84.0% | $4,764+57.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |