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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,096 | $50,044-61.8% | $95,759-80.1% | $74,473-74.4% |
| Participation rate | 99.7% | 66.7%+33.0pp | 72.3%+27.4pp | 70.7%+28.9pp |
| Annual return | 117.53% | 24.92%+92.6pp | 28.42%+89.1pp | 34.36%+83.2pp |
| Employer contribution / active EE | $8,038 | $1,634+392.1% | $2,836+183.4% | $2,638+204.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,244-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $300-100.0% | $5,678-100.0% | $347-100.0% |