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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,534 | $101,063-53.0% | $81,473-41.7% | $147,586-67.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.45% | 32.41%-10.0pp | 38.78%-16.3pp | 578.59%-556.1pp |
| Employer contribution / active EE | $13,422 | $3,206+318.7% | $2,568+422.7% | $4,876+175.2% |
| Participant deferral / active EE | $8,636 | $4,242+103.6% | $3,537+144.2% | $5,439+58.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |