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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,795 | $102,422-50.4% | $147,117-65.5% | $80,959-37.3% |
| Participation rate | 99.0% | 75.9%+23.1pp | 82.2%+16.8pp | 67.7%+31.3pp |
| Annual return | 17.21% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $7,786 | $3,717+109.4% | $4,932+57.8% | $2,757+182.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |