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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,426 | $73,459+35.3% | $178,528-44.3% | $74,429+33.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 43.78% | 17.50%+26.3pp | 27.11%+16.7pp | 1368.38%-1324.6pp |
| Employer contribution / active EE | $3,785 | $2,219+70.6% | $3,950-4.2% | $2,625+44.2% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,812-100.0% | $10,419-100.0% | $1,944-100.0% |