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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,840 | $82,130+30.1% | $453,569-76.4% | $79,391+34.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 14.87% | 345.31%-330.4pp | 64.43%-49.6pp | 116.88%-102.0pp |
| Employer contribution / active EE | $3,354 | $2,659+26.1% | $4,072-17.6% | $2,428+38.1% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,214-100.0% | $627-100.0% |