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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,701 | $77,416-62.9% | $69,464-58.7% | $152,897-81.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 48.57% | 39.08%+9.5pp | 28.98%+19.6pp | 345.43%-296.9pp |
| Employer contribution / active EE | $7,461 | $3,315+125.1% | $2,779+168.4% | $4,764+56.6% |
| Participant deferral / active EE | $15,527 | $4,413+251.8% | $3,536+339.1% | $5,851+165.4% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |