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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,340 | $109,327+19.2% | $89,391+45.8% | $158,931-18.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.66% | 345.68%-319.0pp | 245.62%-219.0pp | 302.86%-276.2pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $250 | $6,153-95.9% | $4,881-94.9% | $11,247-97.8% |