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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,211 | $115,814-69.6% | $101,275-65.2% | $158,982-77.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.08% | 56.16%-45.1pp | 46.48%-35.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $8,736 | $4,176+109.2% | $3,660+138.7% | $4,763+83.4% |
| Participant deferral / active EE | $2,489 | $4,958-49.8% | $4,371-43.1% | $5,983-58.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |