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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,889 | $103,008-70.0% | $90,304-65.8% | $152,897-79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.65% | 95.22%-73.6pp | 78.13%-56.5pp | 345.43%-323.8pp |
| Employer contribution / active EE | $4,199 | $3,139+33.8% | $2,855+47.1% | $4,764-11.9% |
| Participant deferral / active EE | $2,226 | $4,281-48.0% | $3,885-42.7% | $5,851-62.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |