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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,319 | $114,013+20.4% | $103,693+32.4% | $155,188-11.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 237.87% | 49.31%+188.6pp | 47.61%+190.3pp | 148.84%+89.0pp |
| Employer contribution / active EE | $319 | $3,131-89.8% | $2,920-89.1% | $4,248-92.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |