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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,939 | $176,402-77.9% | $134,162-71.0% | $158,966-75.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.86% | 63.66%-23.8pp | 36.35%+3.5pp | 302.95%-263.1pp |
| Employer contribution / active EE | $1,679 | $5,042-66.7% | $3,705-54.7% | $4,762-64.7% |
| Participant deferral / active EE | $10,884 | $4,093+165.9% | $3,500+211.0% | $5,983+81.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |