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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,962 | $81,664-31.5% | $70,476-20.6% | $158,966-64.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.37% | 208.59%-187.2pp | 109.12%-87.7pp | 302.95%-281.6pp |
| Employer contribution / active EE | $5,648 | $3,219+75.5% | $2,738+106.3% | $4,762+18.6% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |