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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,823 | $110,551+27.4% | $80,741+74.4% | $167,536-15.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 10.82% | 120.57%-109.7pp | 87.30%-76.5pp | 478.82%-468.0pp |
| Employer contribution / active EE | $4,812 | $1,543+211.9% | $1,160+314.7% | $4,839-0.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |