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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,220 | $106,264-38.6% | $147,117-55.7% | $77,762-16.1% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 27.54% | 56.94%-29.4pp | 420.54%-393.0pp | 31.27%-3.7pp |
| Employer contribution / active EE | $5,234 | $4,074+28.5% | $4,932+6.1% | $2,728+91.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |