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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,801 | $112,935+22.9% | $90,970+52.6% | $158,966-12.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.36% | 215.79%-200.4pp | 134.58%-119.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $492 | $2,895-83.0% | $2,122-76.8% | $4,762-89.7% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |