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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,944 | $99,652-71.0% | $78,778-63.3% | $147,586-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.69% | 47.28%-30.6pp | 35.62%-18.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,353 | $2,796+19.9% | $1,986+68.9% | $4,876-31.2% |
| Participant deferral / active EE | $2,739 | $3,664-25.2% | $2,958-7.4% | $5,439-49.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |