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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,208 | $80,731-29.1% | $103,378-44.7% | $74,400-23.1% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.5pp |
| Annual return | 116.66% | 27.56%+89.1pp | 24.91%+91.8pp | 1367.51%-1250.8pp |
| Employer contribution / active EE | $3,122 | $3,159-1.2% | $3,870-19.3% | $2,624+19.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $2,369-99.9% | $8,401-100.0% | $1,944-99.9% |