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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,868 | $176,402-72.9% | $134,162-64.3% | $158,966-69.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.00% | 63.66%-46.7pp | 36.35%-19.3pp | 302.95%-286.0pp |
| Employer contribution / active EE | $8,864 | $5,042+75.8% | $3,705+139.3% | $4,762+86.1% |
| Participant deferral / active EE | $3,706 | $4,093-9.4% | $3,500+5.9% | $5,983-38.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |