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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,430 | $103,038-61.7% | $90,324-56.3% | $152,909-74.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.19% | 95.25%-69.1pp | 78.15%-52.0pp | 345.46%-319.3pp |
| Employer contribution / active EE | $2,517 | $3,141-19.9% | $2,856-11.9% | $4,764-47.2% |
| Participant deferral / active EE | $8,000 | $4,282+86.8% | $3,885+105.9% | $5,851+36.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |