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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,824 | $99,652-66.1% | $78,778-57.1% | $147,586-77.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.12% | 47.28%-33.2pp | 35.62%-21.5pp | 578.59%-564.5pp |
| Employer contribution / active EE | $5,156 | $2,796+84.4% | $1,986+159.6% | $4,876+5.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $288 | $7,155-96.0% | $5,134-94.4% | $10,886-97.4% |