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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,542 | $81,664-41.8% | $70,476-32.5% | $158,966-70.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.76% | 208.59%-184.8pp | 109.12%-85.4pp | 302.95%-279.2pp |
| Employer contribution / active EE | $14,500 | $3,219+350.5% | $2,738+429.6% | $4,762+204.5% |
| Participant deferral / active EE | $33,584 | $4,556+637.1% | $3,710+805.2% | $5,983+461.3% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |