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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,338 | $79,169-6.1% | $100,415-26.0% | $74,478-0.2% |
| Participation rate | 99.4% | 79.4%+20.0pp | 81.5%+17.9pp | 67.2%+32.2pp |
| Annual return | 53.97% | 20.51%+33.5pp | 49.47%+4.5pp | 1370.56%-1316.6pp |
| Employer contribution / active EE | $5,027 | $3,017+66.6% | $3,943+27.5% | $2,626+91.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |