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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,594 | $66,302+5.0% | $110,243-36.9% | $56,289+23.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 87.66% | -1.18%+88.8pp | 314.76%-227.1pp | -9.96%+97.6pp |
| Employer contribution / active EE | $6,575 | $2,047+221.2% | $3,827+71.8% | $2,111+211.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |