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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,205 | $152,612-80.2% | $125,192-75.9% | $152,897-80.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.64% | 54.85%-32.2pp | 43.79%-21.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $12,704 | $4,947+156.8% | $3,866+228.6% | $4,764+166.7% |
| Participant deferral / active EE | $5,156 | $5,868-12.1% | $4,937+4.4% | $5,851-11.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |