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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,949 | $88,122-10.4% | $141,191-44.1% | $67,579+16.8% |
| Participation rate | 95.9% | 76.5%+19.5pp | 82.5%+13.4pp | 71.3%+24.6pp |
| Annual return | 35.73% | 75.40%-39.7pp | 71.41%-35.7pp | 378.56%-342.8pp |
| Employer contribution / active EE | $5,253 | $3,224+62.9% | $4,736+10.9% | $2,148+144.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-99.9% | $10,264-100.0% | $142-99.9% |