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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,647 | $112,933-49.8% | $90,970-37.7% | $158,982-64.4% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 14.75% | 215.82%-201.1pp | 134.60%-119.8pp | 302.99%-288.2pp |
| Employer contribution / active EE | $6,089 | $2,893+110.4% | $2,122+187.0% | $4,763+27.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |