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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,364 | $69,118+185.5% | $53,647+267.9% | $138,895+42.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 13.89% | 248.26%-234.4pp | 358.33%-344.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,000 | $1,189+152.2% | $962+211.8% | $4,194-28.5% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |