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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,907 | $106,264-31.4% | $147,117-50.4% | $77,762-6.2% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 25.18% | 56.94%-31.8pp | 420.54%-395.4pp | 31.27%-6.1pp |
| Employer contribution / active EE | $6,546 | $4,074+60.7% | $4,932+32.7% | $2,728+140.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |