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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,436 | $115,796-25.4% | $101,264-14.6% | $158,950-45.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.43% | 56.15%-23.7pp | 46.48%-14.0pp | 302.91%-270.5pp |
| Employer contribution / active EE | $28,465 | $4,175+581.8% | $3,660+677.8% | $4,762+497.8% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,370+494.9% | $5,983+334.6% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |