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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,386 | $77,416-37.5% | $69,464-30.3% | $152,897-68.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.58% | 39.08%-11.5pp | 28.98%-1.4pp | 345.43%-317.9pp |
| Employer contribution / active EE | $7,800 | $3,315+135.3% | $2,779+180.6% | $4,764+63.7% |
| Participant deferral / active EE | $8,400 | $4,413+90.3% | $3,536+137.5% | $5,851+43.6% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |