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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,698 | $103,392-65.5% | $87,104-59.0% | $152,897-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 44.31% | 28.10%+16.2pp | 28.19%+16.1pp | 345.43%-301.1pp |
| Employer contribution / active EE | $4,668 | $3,221+44.9% | $2,521+85.1% | $4,764-2.0% |
| Participant deferral / active EE | $14,805 | $4,778+209.8% | $4,048+265.7% | $5,851+153.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |