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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,702 | $91,372+52.9% | $130,045+7.4% | $74,460+87.6% |
| Participation rate | 99.3% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.6pp |
| Annual return | 92.81% | 23.21%+69.6pp | -137.30%+230.1pp | 34.38%+58.4pp |
| Employer contribution / active EE | $2,035 | $2,563-20.6% | $4,321-52.9% | $2,638-22.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |