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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,272 | $113,338-62.7% | $94,993-55.5% | $147,586-71.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 34.48% | 20.80%+13.7pp | 27.14%+7.3pp | 578.59%-544.1pp |
| Employer contribution / active EE | $11,409 | $3,160+261.0% | $2,603+338.2% | $4,876+134.0% |
| Participant deferral / active EE | $8,493 | $3,777+124.9% | $3,317+156.1% | $5,439+56.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |