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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,813 | $65,704+3.2% | $94,229-28.0% | $59,633+13.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 798.92% | 5.22%+793.7pp | 10.68%+788.2pp | 2041.45%-1242.5pp |
| Employer contribution / active EE | $8,550 | $2,021+323.1% | $3,587+138.4% | $2,203+288.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $63 | $4,265-98.5% | $6,269-99.0% | $4,297-98.5% |