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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,877 | $99,957-63.1% | $149,730-75.4% | $73,493-49.8% |
| Participation rate | 82.5% | 75.7%+6.8pp | 82.5%0pp | 70.7%+11.8pp |
| Annual return | 57.95% | 53.87%+4.1pp | 276.70%-218.8pp | 28.51%+29.4pp |
| Employer contribution / active EE | $12,990 | $3,191+307.1% | $4,645+179.6% | $2,270+472.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |