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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,407 | $86,298-59.0% | $111,308-68.2% | $85,847-58.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 42.90% | 19.99%+22.9pp | 54.67%-11.8pp | 318.61%-275.7pp |
| Employer contribution / active EE | $11,276 | $2,044+451.8% | $2,732+312.8% | $2,565+339.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |