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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,000 | $88,203+24.7% | $165,100-33.4% | $74,478+47.7% |
| Participation rate | 85.6% | 73.1%+12.5pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 12.43% | 17.13%-4.7pp | 70.21%-57.8pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $5,619 | $2,601+116.1% | $4,348+29.2% | $2,626+114.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |