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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,813 | $30,421+182.1% | $56,077+53.0% | $74,429+15.3% |
| Participation rate | 92.1% | 32.9%+59.2pp | 52.5%+39.6pp | 67.2%+24.9pp |
| Annual return | 16.92% | 24.94%-8.0pp | 1709.28%-1692.4pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $4,785 | $610+684.8% | $1,040+360.0% | $2,625+82.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |