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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,857 | $107,015-56.2% | $73,545-36.3% | $147,585-68.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 23.44% | 38.25%-14.8pp | -15.16%+38.6pp | 578.58%-555.1pp |
| Employer contribution / active EE | $7,042 | $1,760+300.1% | $1,219+477.6% | $4,876+44.4% |
| Participant deferral / active EE | $4,900 | $2,462+99.1% | $1,806+171.3% | $5,439-9.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |