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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,309 | $99,652-76.6% | $78,778-70.4% | $147,586-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 49.42% | 47.28%+2.1pp | 35.62%+13.8pp | 578.59%-529.2pp |
| Employer contribution / active EE | $8,685 | $2,796+210.7% | $1,986+337.4% | $4,876+78.1% |
| Participant deferral / active EE | $4,093 | $3,664+11.7% | $2,958+38.4% | $5,439-24.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |