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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,709 | $150,346+4.2% | $120,524+30.0% | $145,877+7.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.49% | 154.40%-143.9pp | 107.36%-96.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $7,003 | $4,353+60.9% | $3,469+101.9% | $4,663+50.2% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |