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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,509 | $59,448+193.5% | $93,696+86.2% | $74,459+134.4% |
| Participation rate | 99.0% | 59.6%+39.4pp | 68.7%+30.3pp | 67.2%+31.8pp |
| Annual return | 18.48% | 82.11%-63.6pp | 133.74%-115.3pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $4,854 | $1,266+283.3% | $2,422+100.4% | $2,626+84.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,027-100.0% | $8,287-100.0% | $1,945-100.0% |