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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,046 | $88,203+57.6% | $165,100-15.8% | $74,478+86.7% |
| Participation rate | 95.9% | 73.1%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 11.70% | 17.13%-5.4pp | 70.21%-58.5pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $8,141 | $2,601+213.0% | $4,348+87.2% | $2,626+210.0% |
| 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% |