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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $39,948+25.4% | $89,414-44.0% | $73,412-31.8% |
| Participation rate | 80.7% | 50.4%+30.3pp | 68.0%+12.7pp | 72.2%+8.6pp |
| Annual return | 93.20% | 50.12%+43.1pp | 245.50%-152.3pp | 59.30%+33.9pp |
| Employer contribution / active EE | $16,140 | $1,200+1245.2% | $2,586+524.0% | $2,234+622.6% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,883-100.0% | $158-100.0% |