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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,179 | $124,346-62.1% | $111,308-57.6% | $167,536-71.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.40% | 37.45%-16.1pp | 54.67%-33.3pp | 478.82%-457.4pp |
| Employer contribution / active EE | $5,166 | $3,437+50.3% | $2,732+89.1% | $4,839+6.8% |
| Participant deferral / active EE | $10,382 | $5,182+100.4% | $4,487+131.4% | $6,342+63.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |