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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,073 | $95,975-62.4% | $74,549-51.6% | $135,379-73.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.96% | 56.96%-49.0pp | 32.53%-24.6pp | 519.79%-511.8pp |
| Employer contribution / active EE | $11,613 | $2,716+327.6% | $1,961+492.2% | $4,779+143.0% |
| Participant deferral / active EE | $10,356 | $3,844+169.4% | $3,108+233.2% | $5,609+84.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |