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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,824 | $99,995+1.8% | $85,063+19.7% | $145,978-30.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 41.11% | 83.99%-42.9pp | 66.54%-25.4pp | 550.52%-509.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |