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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,845 | $70,366-26.3% | $66,674-22.2% | $138,895-62.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 23.11% | 386.41%-363.3pp | 321.24%-298.1pp | 145.39%-122.3pp |
| Employer contribution / active EE | $8,240 | $2,765+198.0% | $2,620+214.5% | $4,194+96.5% |
| Participant deferral / active EE | $8,240 | $4,374+88.4% | $4,084+101.8% | $6,396+28.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |