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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,146 | $109,908+53.0% | $97,161+73.1% | $145,978+15.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.15% | 243.80%-228.6pp | 75.36%-60.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $1,000 | $3,077-67.5% | $2,723-63.3% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |