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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,022 | $115,810-66.3% | $101,271-61.5% | $158,966-75.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.37% | 56.15%-32.8pp | 46.48%-23.1pp | 302.95%-279.6pp |
| Employer contribution / active EE | $9,126 | $4,175+118.6% | $3,660+149.4% | $4,762+91.6% |
| Participant deferral / active EE | $5,857 | $4,958+18.1% | $4,371+34.0% | $5,983-2.1% |
| Admin fee / account holder | $5 | $7,248-99.9% | $5,948-99.9% | $11,250-100.0% |