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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,581 | $99,652-62.3% | $78,778-52.3% | $147,586-74.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.20% | 47.28%-33.1pp | 35.62%-21.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,292 | $2,796+17.7% | $1,986+65.8% | $4,876-32.5% |
| Participant deferral / active EE | $6,916 | $3,664+88.8% | $2,958+133.8% | $5,439+27.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |