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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,877 | $82,130-13.7% | $453,569-84.4% | $79,389-10.7% |
| Participation rate | 90.3% | 73.4%+17.0pp | 78.0%+12.3pp | 70.7%+19.6pp |
| Annual return | 84.64% | 345.31%-260.7pp | 64.43%+20.2pp | 116.89%-32.3pp |
| Employer contribution / active EE | $7,778 | $2,659+192.6% | $4,072+91.0% | $2,428+220.4% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,214-100.0% | $626-100.0% |