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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,798 | $99,652-35.0% | $78,778-17.7% | $147,586-56.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.37% | 47.28%-24.9pp | 35.62%-13.3pp | 578.59%-556.2pp |
| Employer contribution / active EE | $11,778 | $2,796+321.3% | $1,986+493.1% | $4,876+141.5% |
| Participant deferral / active EE | $9,063 | $3,664+147.4% | $2,958+206.3% | $5,439+66.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |