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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,684 | $94,749-53.9% | $112,899-61.3% | $139,466-68.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 57.95% | 40.92%+17.0pp | 34.11%+23.8pp | 373.66%-315.7pp |
| Employer contribution / active EE | $3,116 | $4,630-32.7% | $4,566-31.8% | $4,754-34.5% |
| Participant deferral / active EE | $9,991 | $6,517+53.3% | $6,516+53.3% | $6,712+48.9% |
| Admin fee / account holder | $0 | $8,530-100.0% | $7,047-100.0% | $11,409-100.0% |