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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,090 | $100,073+29.0% | $85,126+51.6% | $145,877-11.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 84.11%-68.6pp | 66.63%-51.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $5,294+277.8% | $4,523+342.2% | $6,691+198.9% |
| Admin fee / account holder | $20 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |