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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,775 | $176,402-71.8% | $134,162-62.9% | $158,982-68.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.28% | 63.66%-48.4pp | 36.35%-21.1pp | 302.99%-287.7pp |
| Employer contribution / active EE | $18,078 | $5,042+258.5% | $3,705+387.9% | $4,763+279.6% |
| Participant deferral / active EE | $4,038 | $4,093-1.3% | $3,500+15.4% | $5,983-32.5% |
| Admin fee / account holder | $8 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |