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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,053 | $99,652-49.8% | $78,778-36.5% | $147,586-66.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.91% | 47.28%-29.4pp | 35.62%-17.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $6,331 | $2,796+126.4% | $1,986+218.8% | $4,876+29.8% |
| Participant deferral / active EE | $9,000 | $3,664+145.7% | $2,958+204.2% | $5,439+65.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |