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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,162 | $183,539-6.2% | $155,556+10.7% | $145,897+18.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.38% | 61.31%-14.9pp | 64.84%-18.5pp | 552.29%-505.9pp |
| Employer contribution / active EE | $1,250 | $5,315-76.5% | $4,675-73.3% | $4,663-73.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |