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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,842 | $165,939-65.1% | $122,354-52.7% | $147,586-60.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.06% | 34.56%-19.5pp | 30.28%-15.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $15,144 | $5,754+163.2% | $4,051+273.8% | $4,876+210.6% |
| Participant deferral / active EE | $2,250 | $4,005-43.8% | $3,287-31.6% | $5,439-58.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |