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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,465 | $88,137+53.7% | $164,975-17.9% | $74,429+82.0% |
| Participation rate | 97.5% | 73.1%+24.3pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 78.75% | 17.13%+61.6pp | 70.12%+8.6pp | 1368.38%-1289.6pp |
| Employer contribution / active EE | $23,373 | $2,597+799.9% | $4,343+438.2% | $2,625+790.4% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |