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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,238 | $106,549+63.5% | $91,225+91.0% | $134,509+29.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 26.95% | 160.73%-133.8pp | 114.10%-87.1pp | 418.13%-391.2pp |
| Employer contribution / active EE | $1,000 | $3,331-70.0% | $2,851-64.9% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |