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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,296 | $118,877-66.1% | $96,570-58.3% | $167,536-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 45.17% | 50.50%-5.3pp | 37.79%+7.4pp | 478.82%-433.6pp |
| Employer contribution / active EE | $23,125 | $3,121+641.0% | $2,357+881.0% | $4,839+377.9% |
| Participant deferral / active EE | $8,312 | $4,617+80.0% | $3,849+115.9% | $6,342+31.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |