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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,001 | $104,664-56.0% | $85,693-46.3% | $167,518-72.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.52% | 21.45%-8.9pp | 21.49%-9.0pp | 478.71%-466.2pp |
| Employer contribution / active EE | $8,244 | $3,337+147.0% | $2,618+214.9% | $4,838+70.4% |
| Participant deferral / active EE | $4,238 | $4,824-12.2% | $3,923+8.0% | $6,342-33.2% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |