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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,476 | $60,776-28.5% | $85,693-49.3% | $79,393-45.2% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 56.19% | 16.57%+39.6pp | 21.49%+34.7pp | 116.87%-60.7pp |
| Employer contribution / active EE | $5,846 | $1,663+251.5% | $2,618+123.3% | $2,428+140.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,874-100.0% | $627-100.0% |