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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,739 | $95,979+142.5% | $74,551+212.2% | $135,380+71.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.09% | 56.97%-56.9pp | 32.53%-32.4pp | 519.81%-519.7pp |
| Employer contribution / active EE | $16,400 | $2,716+503.8% | $1,961+736.3% | $4,779+243.2% |
| Participant deferral / active EE | $11,109 | $3,844+189.0% | $3,108+257.4% | $5,609+98.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |