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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,030 | $106,264-15.3% | $147,117-38.8% | $77,762+15.8% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 30.48% | 56.94%-26.5pp | 420.54%-390.1pp | 31.27%-0.8pp |
| Employer contribution / active EE | $11,341 | $4,074+178.4% | $4,932+129.9% | $2,728+315.7% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-99.9% | $12,993-100.0% | $433-100.0% |