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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,988 | $106,247-64.2% | $96,515-60.6% | $139,466-72.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 70.70% | 38.47%+32.2pp | 35.73%+35.0pp | 373.66%-303.0pp |
| Employer contribution / active EE | $6,395 | $4,106+55.8% | $3,740+71.0% | $4,754+34.5% |
| Participant deferral / active EE | $2,515 | $5,456-53.9% | $4,880-48.5% | $6,712-62.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |