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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,733 | $112,933+37.0% | $90,970+70.1% | $158,982-2.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 17.99% | 215.82%-197.8pp | 134.60%-116.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $4,000 | $2,893+38.2% | $2,122+88.5% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |