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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,307 | $115,796-64.3% | $101,264-59.2% | $158,950-74.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.13% | 56.15%-47.0pp | 46.48%-37.4pp | 302.91%-293.8pp |
| Employer contribution / active EE | $12,500 | $4,175+199.4% | $3,660+241.5% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $299 | $7,247-95.9% | $5,947-95.0% | $11,248-97.3% |