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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,026 | $111,878+36.8% | $93,727+63.3% | $145,897+4.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.77% | 204.28%-186.5pp | 133.83%-116.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,278 | $3,092-26.3% | $2,421-5.9% | $4,663-51.1% |
| Participant deferral / active EE | $10,384 | $4,920+111.0% | $4,417+135.1% | $6,689+55.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |