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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,385 | $98,240-69.1% | $82,312-63.1% | $147,586-79.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.33% | 30.85%-15.5pp | 25.88%-10.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $12,754 | $3,192+299.6% | $2,428+425.2% | $4,876+161.5% |
| Participant deferral / active EE | $5,149 | $4,383+17.5% | $3,706+38.9% | $5,439-5.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |