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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,286 | $99,652-71.6% | $78,778-64.1% | $147,586-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.93% | 47.28%-33.4pp | 35.62%-21.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $8,790 | $2,796+214.4% | $1,986+342.7% | $4,876+80.2% |
| Participant deferral / active EE | $5,549 | $3,664+51.5% | $2,958+87.6% | $5,439+2.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |