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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,237 | $112,099+29.6% | $95,954+51.4% | $158,931-8.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.62% | 171.12%-151.5pp | 91.62%-72.0pp | 302.86%-283.2pp |
| Employer contribution / active EE | $7,000 | $3,198+118.9% | $2,541+175.5% | $4,761+47.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |