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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $93,117-58.0% | $77,096-49.3% | $134,532-71.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 36.70% | 62.67%-26.0pp | 42.35%-5.6pp | 418.27%-381.6pp |
| Employer contribution / active EE | $11,759 | $3,420+243.8% | $2,814+317.8% | $4,741+148.0% |
| Participant deferral / active EE | $5,929 | $5,241+13.1% | $4,429+33.9% | $6,401-7.4% |
| Admin fee / account holder | $44 | $6,948-99.4% | $5,428-99.2% | $11,429-99.6% |