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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,500 | $63,114-40.6% | $92,915-59.6% | $65,186-42.5% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 50.66% | 28.75%+21.9pp | 109.45%-58.8pp | 29.39%+21.3pp |
| Employer contribution / active EE | $6,200 | $2,571+141.2% | $3,653+69.7% | $2,177+184.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |