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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,441 | $42,546+253.6% | $71,796+109.5% | $55,167+172.7% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 7.64% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $7,314 | $803+810.4% | $1,924+280.1% | $1,963+272.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |