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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,838 | $101,653+24.8% | $147,080-13.8% | $74,459+70.3% |
| Participation rate | 99.1% | 75.6%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 22.23% | 8754.98%-8732.7pp | 420.17%-397.9pp | 1369.70%-1347.5pp |
| Employer contribution / active EE | $4,525 | $3,813+18.7% | $4,933-8.3% | $2,626+72.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |