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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,020 | $176,105-39.8% | $159,474-33.5% | $167,536-36.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.92% | 331.91%-317.0pp | 263.68%-248.8pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,000 | $5,299-43.4% | $4,831-37.9% | $4,839-38.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |