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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,202 | $129,959-57.5% | $104,301-47.1% | $134,532-59.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.06% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.2pp |
| Employer contribution / active EE | $23,550 | $4,185+462.7% | $3,373+598.2% | $4,741+396.7% |
| Participant deferral / active EE | $13,500 | $5,589+141.5% | $4,626+191.8% | $6,401+110.9% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |