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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,900 | $107,941-74.2% | $91,994-69.7% | $152,897-81.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 33.64% | 89.28%-55.6pp | 69.04%-35.4pp | 345.43%-311.8pp |
| Employer contribution / active EE | $4,081 | $4,212-3.1% | $3,453+18.2% | $4,764-14.3% |
| Participant deferral / active EE | $10,020 | $6,366+57.4% | $5,924+69.1% | $5,851+71.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |