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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,907 | $106,110-31.3% | $147,005-50.4% | $77,671-6.1% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.6pp | 70.6%+22.1pp |
| Annual return | 25.18% | 56.77%-31.6pp | 418.76%-393.6pp | 31.21%-6.0pp |
| Employer contribution / active EE | $6,546 | $4,065+61.0% | $4,934+32.7% | $2,726+140.1% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |