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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $55,470-66.9% | $155,556-88.2% | $74,478-75.3% |
| Participation rate | 89.8% | 61.9%+27.9pp | 78.2%+11.6pp | 67.2%+22.6pp |
| Annual return | 37.66% | 269.80%-232.1pp | 64.84%-27.2pp | 1370.56%-1332.9pp |
| Employer contribution / active EE | $12,964 | $2,267+471.9% | $4,675+177.3% | $2,626+393.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |