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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,299 | $53,254-31.8% | $155,574-76.7% | $199,921-81.8% |
| Participation rate | 93.2% | 64.1%+29.1pp | 78.2%+15.0pp | 72.0%+21.2pp |
| Annual return | 213.11% | 41.18%+171.9pp | 64.87%+148.2pp | 34.28%+178.8pp |
| Employer contribution / active EE | $568 | $1,848-69.3% | $4,676-87.9% | $3,035-81.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,914-100.0% | $269-100.0% |