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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,465 | $88,203+53.6% | $165,100-17.9% | $74,478+81.9% |
| Participation rate | 97.5% | 73.1%+24.3pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 78.75% | 17.13%+61.6pp | 70.21%+8.5pp | 1370.56%-1291.8pp |
| Employer contribution / active EE | $23,373 | $2,601+798.7% | $4,348+437.5% | $2,626+790.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |