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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,860 | $59,456+25.9% | $93,669-20.1% | $74,429+0.6% |
| Participation rate | 95.7% | 59.6%+36.0pp | 68.7%+27.0pp | 67.2%+28.5pp |
| Annual return | 28.56% | 82.00%-53.4pp | 133.59%-105.0pp | 1368.38%-1339.8pp |
| Employer contribution / active EE | $4,947 | $1,266+290.8% | $2,424+104.1% | $2,625+88.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $3,026-99.9% | $8,291-100.0% | $1,944-99.8% |