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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,455 | $77,449-51.6% | $69,483-46.1% | $152,909-75.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 43.24% | 39.09%+4.1pp | 28.99%+14.3pp | 345.46%-302.2pp |
| Employer contribution / active EE | $14,321 | $3,316+331.9% | $2,780+415.2% | $4,764+200.6% |
| Participant deferral / active EE | $7,160 | $4,415+62.2% | $3,537+102.5% | $5,851+22.4% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |