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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,486 | $77,416-25.7% | $69,464-17.2% | $152,897-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.73% | 39.08%-19.3pp | 28.98%-9.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $21,545 | $3,315+550.0% | $2,779+675.2% | $4,764+352.3% |
| Participant deferral / active EE | $9,117 | $4,413+106.6% | $3,536+157.8% | $5,851+55.8% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |