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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,548 | $118,488-81.8% | $98,462-78.1% | $139,487-84.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 35.76% | 18.96%+16.8pp | 21.17%+14.6pp | 373.84%-338.1pp |
| Employer contribution / active EE | $13,391 | $3,611+270.9% | $3,049+339.2% | $4,755+181.6% |
| Participant deferral / active EE | $3,945 | $5,393-26.9% | $4,738-16.7% | $6,713-41.2% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |