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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,173 | $99,652-51.7% | $78,778-38.8% | $147,585-67.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 27.04% | 47.28%-20.2pp | 35.62%-8.6pp | 578.58%-551.5pp |
| Employer contribution / active EE | $3,491 | $2,796+24.9% | $1,986+75.8% | $4,876-28.4% |
| Participant deferral / active EE | $13,052 | $3,664+256.3% | $2,958+341.2% | $5,439+140.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |