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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,824 | $66,601+149.0% | $92,909+78.5% | $67,579+145.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 34.40% | 92.58%-58.2pp | 109.44%-75.0pp | 378.56%-344.2pp |
| Employer contribution / active EE | $867 | $2,775-68.8% | $3,653-76.3% | $2,148-59.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |