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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,925 | $95,601+56.8% | $77,183+94.2% | $139,456+7.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 54.96%-39.6pp | 37.89%-22.5pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |