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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,805 | $103,392-57.6% | $87,104-49.7% | $152,897-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.85% | 28.10%-1.3pp | 28.19%-1.3pp | 345.43%-318.6pp |
| Employer contribution / active EE | $5,725 | $3,221+77.7% | $2,521+127.1% | $4,764+20.2% |
| Participant deferral / active EE | $14,849 | $4,778+210.8% | $4,048+266.8% | $5,851+153.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |