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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,146 | $110,093+52.7% | $97,295+72.8% | $145,897+15.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.15% | 244.76%-229.6pp | 75.62%-60.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,000 | $3,077-67.5% | $2,723-63.3% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |