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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,359 | $88,122+7.1% | $141,197-33.2% | $67,582+39.6% |
| Participation rate | 97.8% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 30.17% | 75.40%-45.2pp | 71.41%-41.2pp | 378.57%-348.4pp |
| Employer contribution / active EE | $7,354 | $3,224+128.1% | $4,736+55.3% | $2,148+242.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |