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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,737 | $125,778+78.7% | $114,563+96.2% | $154,746+45.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | 36.20% | 295.14%-258.9pp | 241.09%-204.9pp | 172.34%-136.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |