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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,240 | $157,304-81.4% | $141,197-79.3% | $152,909-80.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 43.13% | 64.34%-21.2pp | 71.41%-28.3pp | 345.46%-302.3pp |
| Employer contribution / active EE | $2,999 | $5,263-43.0% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $13,393 | $7,111+88.3% | $6,710+99.6% | $5,851+128.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |