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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,442 | $124,346-61.8% | $111,308-57.4% | $167,536-71.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.72% | 37.45%-17.7pp | 54.67%-34.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $9,072 | $3,437+163.9% | $2,732+232.1% | $4,839+87.5% |
| Participant deferral / active EE | $14,614 | $5,182+182.0% | $4,487+225.7% | $6,342+130.4% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |