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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,180 | $96,643+50.2% | $86,617+67.6% | $139,456+4.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.38% | 106.57%-91.2pp | 591.91%-576.5pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,000 | $3,264-38.7% | $3,023-33.9% | $4,753-57.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |