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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,144 | $88,186+44.2% | $165,071-23.0% | $74,459+70.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.14% | 17.13%-3.0pp | 70.17%-56.0pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $6,199 | $2,600+138.4% | $4,347+42.6% | $2,626+136.1% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |