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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,564 | $115,814-58.9% | $101,275-53.0% | $158,982-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 65.71% | 56.16%+9.6pp | 46.48%+19.2pp | 302.99%-237.3pp |
| Employer contribution / active EE | $751 | $4,176-82.0% | $3,660-79.5% | $4,763-84.2% |
| Participant deferral / active EE | $4,263 | $4,958-14.0% | $4,371-2.5% | $5,983-28.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |