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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,040 | $111,491-47.0% | $189,545-68.9% | $86,821-32.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 37.69% | 83.50%-45.8pp | 555.36%-517.7pp | 97.94%-60.2pp |
| Employer contribution / active EE | $2,448 | $3,951-38.1% | $6,162-60.3% | $2,406+1.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |