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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,008 | $184,000-37.5% | $162,185-29.1% | $152,909-24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.98% | 150.80%-134.8pp | 115.61%-99.6pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,896 | $6,370-70.2% | $5,613-66.2% | $4,764-60.2% |
| Participant deferral / active EE | $21,000 | $8,033+161.4% | $7,297+187.8% | $5,851+258.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |