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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,225 | $101,063-49.3% | $81,473-37.1% | $147,586-65.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.38% | 32.41%-11.0pp | 38.78%-17.4pp | 578.59%-557.2pp |
| Employer contribution / active EE | $22,000 | $3,206+586.3% | $2,568+756.7% | $4,876+351.2% |
| Participant deferral / active EE | $3,000 | $4,242-29.3% | $3,537-15.2% | $5,439-44.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |