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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,130 | $96,524-29.4% | $75,900-10.2% | $152,909-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.29% | 33.93%-13.6pp | 30.73%-10.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $4,041 | $3,311+22.1% | $2,501+61.6% | $4,764-15.2% |
| Participant deferral / active EE | $8,082 | $4,554+77.5% | $3,604+124.3% | $5,851+38.1% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |