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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,839 | $88,203-39.0% | $165,100-67.4% | $74,478-27.7% |
| Participation rate | 99.3% | 73.1%+26.1pp | 78.6%+20.6pp | 67.2%+32.0pp |
| Annual return | 23.71% | 17.13%+6.6pp | 70.21%-46.5pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $6,094 | $2,601+134.3% | $4,348+40.2% | $2,626+132.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |