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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,171 | $103,008+133.2% | $90,304+166.0% | $152,897+57.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.94% | 95.22%-77.3pp | 78.13%-60.2pp | 345.43%-327.5pp |
| Employer contribution / active EE | $12,000 | $3,139+282.2% | $2,855+320.3% | $4,764+151.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |