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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,137 | $118,919-80.5% | $88,538-73.9% | $152,885-84.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 9.26% | 47.92%-38.7pp | 43.64%-34.4pp | 345.39%-336.1pp |
| Employer contribution / active EE | $6,664 | $2,669+149.7% | $2,098+217.6% | $4,763+39.9% |
| Participant deferral / active EE | $7,528 | $3,549+112.2% | $2,914+158.3% | $5,851+28.7% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |