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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,704 | $100,792+120.0% | $86,691+155.7% | $134,509+64.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 102.27% | 29.08%+73.2pp | 35.94%+66.3pp | 418.13%-315.9pp |
| Employer contribution / active EE | $2,500 | $3,491-28.4% | $2,837-11.9% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |