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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,745 | $75,962+91.9% | $154,108-5.4% | $64,173+127.1% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $10,370 | $3,350+209.6% | $5,298+95.8% | $2,381+335.6% |
| Participant deferral / active EE | $3,104 | $3,175-2.2% | $5,081-38.9% | $3,470-10.6% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |