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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,351 | $104,497+40.1% | $159,487-8.2% | $79,389+84.3% |
| Participation rate | 99.6% | 76.6%+23.0pp | 82.8%+16.8pp | 70.7%+28.9pp |
| Annual return | 102.47% | 67.98%+34.5pp | 263.71%-161.2pp | 116.89%-14.4pp |
| Employer contribution / active EE | $870 | $3,418-74.6% | $4,831-82.0% | $2,428-64.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |