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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,000 | $111,785+110.2% | $93,669+150.9% | $145,877+61.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.50% | 203.79%-186.3pp | 133.59%-116.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15 | $10,256-99.9% | $8,291-99.8% | $13,402-99.9% |