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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,465 | $88,087+53.8% | $164,866-17.8% | $74,546+81.7% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 78.75% | 17.27%+61.5pp | 69.97%+8.8pp | 1366.03%-1287.3pp |
| Employer contribution / active EE | $23,373 | $2,595+800.6% | $4,343+438.2% | $2,624+790.6% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |