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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,167 | $69,252+1.3% | $64,099+9.5% | $139,456-49.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.97% | 45.89%-33.9pp | 33.70%-21.7pp | 373.45%-361.5pp |
| Employer contribution / active EE | $17,500 | $3,184+449.6% | $2,748+536.8% | $4,753+268.2% |
| Participant deferral / active EE | $21,875 | $4,683+367.1% | $3,881+463.6% | $6,711+225.9% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |