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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,231 | $55,472+41.0% | $155,567-49.7% | $74,546+4.9% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 36.79% | 268.72%-231.9pp | 64.74%-27.9pp | 1366.03%-1329.2pp |
| Employer contribution / active EE | $2,010 | $2,269-11.4% | $4,674-57.0% | $2,624-23.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |