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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,024 | $116,203-59.5% | $93,621-49.8% | $152,897-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 30.63% | 35.96%-5.3pp | 32.76%-2.1pp | 345.43%-314.8pp |
| Employer contribution / active EE | $8,000 | $3,219+148.5% | $2,719+194.3% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $154 | $10,751-98.6% | $7,890-98.0% | $11,599-98.7% |