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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,445 | $118,877-66.0% | $96,570-58.1% | $167,536-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.87% | 50.50%-20.6pp | 37.79%-7.9pp | 478.82%-448.9pp |
| Employer contribution / active EE | $5,330 | $3,121+70.8% | $2,357+126.1% | $4,839+10.1% |
| Participant deferral / active EE | $7,835 | $4,617+69.7% | $3,849+103.5% | $6,342+23.5% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |