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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,000 | $88,137+58.8% | $164,975-15.1% | $74,429+88.1% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 12.93% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $22,368 | $2,597+761.3% | $4,343+415.1% | $2,625+752.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |