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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,558 | $50,666+21.5% | $76,823-19.9% | $65,185-5.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 17.82% | 28.51%-10.7pp | 1166.42%-1148.6pp | 29.38%-11.6pp |
| Employer contribution / active EE | $3,746 | $1,575+137.8% | $2,302+62.7% | $2,177+72.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $463-100.0% | $6,422-100.0% | $847-100.0% |