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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,813 | $34,932+145.7% | $56,441+52.0% | $74,546+15.1% |
| Participation rate | 92.1% | 32.9%+59.2pp | 52.5%+39.6pp | 67.2%+24.9pp |
| Annual return | 16.92% | 24.90%-8.0pp | 1704.21%-1687.3pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $4,785 | $608+686.5% | $1,039+360.5% | $2,624+82.3% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |