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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,314 | $99,652-15.4% | $78,778+7.0% | $147,586-42.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 34.74% | 47.28%-12.5pp | 35.62%-0.9pp | 578.59%-543.9pp |
| Employer contribution / active EE | $16,065 | $2,796+474.6% | $1,986+709.1% | $4,876+229.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |