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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,000 | $165,939-67.5% | $122,354-55.9% | $147,586-63.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $40,000 | $5,754+595.1% | $4,051+887.4% | $4,876+720.3% |
| Participant deferral / active EE | $14,000 | $4,005+249.5% | $3,287+325.9% | $5,439+157.4% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |