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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,691 | $73,518+32.9% | $63,003+55.1% | $147,585-33.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 23.90% | 175.46%-151.6pp | 87.59%-63.7pp | 578.56%-554.7pp |
| Employer contribution / active EE | $3,000 | $3,322-9.7% | $2,760+8.7% | $4,876-38.5% |
| Participant deferral / active EE | $18,000 | $4,183+330.3% | $3,329+440.7% | $5,439+231.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |