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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,347 | $39,243+283.1% | $80,784+86.1% | $79,389+89.4% |
| Participation rate | 99.1% | 41.0%+58.0pp | 54.2%+44.9pp | 70.7%+28.4pp |
| Annual return | 76.57% | 98.95%-22.4pp | 87.31%-10.7pp | 116.89%-40.3pp |
| Employer contribution / active EE | $1,325 | $593+123.3% | $1,160+14.2% | $2,428-45.4% |
| Participant deferral / active EE | $0 | $1,262-100.0% | $2,145-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |