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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,662 | $58,895-54.7% | $178,503-85.1% | $73,497-63.7% |
| Participation rate | 90.0% | 66.2%+23.8pp | 81.9%+8.1pp | 70.7%+19.3pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $11,901 | $2,236+432.3% | $5,011+137.5% | $2,270+424.2% |
| Participant deferral / active EE | $11,658 | $2,567+354.2% | $5,202+124.1% | $3,740+211.7% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |