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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,643 | $176,402-53.7% | $134,162-39.1% | $158,982-48.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.80% | 63.66%-50.9pp | 36.35%-23.5pp | 302.99%-290.2pp |
| Employer contribution / active EE | $23,153 | $5,042+359.2% | $3,705+524.9% | $4,763+386.1% |
| Participant deferral / active EE | $17,333 | $4,093+323.5% | $3,500+395.3% | $5,983+189.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |