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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,021 | $99,652-61.8% | $78,778-51.7% | $147,586-74.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.62% | 47.28%-35.7pp | 35.62%-24.0pp | 578.59%-567.0pp |
| Employer contribution / active EE | $5,929 | $2,796+112.1% | $1,986+198.6% | $4,876+21.6% |
| Participant deferral / active EE | $12,000 | $3,664+227.6% | $2,958+305.6% | $5,439+120.6% |
| Admin fee / account holder | $139 | $7,155-98.1% | $5,134-97.3% | $10,886-98.7% |