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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,500 | $100,811-58.8% | $86,698-52.1% | $134,545-69.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $18,000 | $3,490+415.7% | $2,837+534.5% | $4,742+279.6% |
| Participant deferral / active EE | $23,500 | $5,339+340.1% | $4,656+404.7% | $6,401+267.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |