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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,920 | $101,653-2.7% | $147,080-32.7% | $74,459+32.9% |
| Participation rate | 82.2% | 75.6%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 39.43% | 8754.98%-8715.5pp | 420.17%-380.7pp | 1369.70%-1330.3pp |
| Employer contribution / active EE | $1,550 | $3,813-59.3% | $4,933-68.6% | $2,626-41.0% |
| 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% |