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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,964 | $105,856-61.3% | $90,161-54.6% | $147,586-72.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.23% | 37.63%-17.4pp | 34.89%-14.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $13,196 | $4,126+219.8% | $3,318+297.7% | $4,876+170.6% |
| Participant deferral / active EE | $10,561 | $5,733+84.2% | $5,287+99.7% | $5,439+94.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |