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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,116 | $59,456+85.2% | $93,669+17.6% | $74,429+47.9% |
| Participation rate | 97.6% | 59.6%+37.9pp | 68.7%+28.8pp | 67.2%+30.3pp |
| Annual return | 20.99% | 82.00%-61.0pp | 133.59%-112.6pp | 1368.38%-1347.4pp |
| Employer contribution / active EE | $6,690 | $1,266+428.5% | $2,424+176.0% | $2,625+154.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |