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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,489 | $110,212+71.0% | $96,534+95.3% | $139,466+35.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 98.30% | 26.42%+71.9pp | 25.88%+72.4pp | 373.66%-275.4pp |
| Employer contribution / active EE | $1,000 | $3,620-72.4% | $2,965-66.3% | $4,754-79.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |