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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,317 | $88,186+12.6% | $165,071-39.8% | $74,459+33.4% |
| Participation rate | 98.6% | 73.1%+25.5pp | 78.6%+20.0pp | 67.2%+31.4pp |
| Annual return | 33.42% | 17.13%+16.3pp | 70.17%-36.8pp | 1369.70%-1336.3pp |
| Employer contribution / active EE | $8,242 | $2,600+217.0% | $4,347+89.6% | $2,626+213.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |