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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,224 | $150,412-28.0% | $120,574-10.2% | $145,884-25.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.18% | 154.50%-135.3pp | 107.42%-88.2pp | 551.85%-532.7pp |
| Employer contribution / active EE | $11,138 | $4,355+155.8% | $3,471+220.9% | $4,662+138.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |