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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,481 | $53,165+40.1% | $86,216-13.6% | $74,4600% |
| Participation rate | 98.3% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.6pp |
| Annual return | 79.18% | 22.64%+56.5pp | 1169.42%-1090.2pp | 34.38%+44.8pp |
| Employer contribution / active EE | $452 | $1,210-62.6% | $2,382-81.0% | $2,638-82.9% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,853-100.0% | $348-100.0% |