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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,022 | $103,038-62.1% | $90,324-56.8% | $152,909-74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.08% | 95.25%-76.2pp | 78.15%-59.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $5,000 | $3,141+59.2% | $2,856+75.1% | $4,764+5.0% |
| Participant deferral / active EE | $10,691 | $4,282+149.7% | $3,885+175.2% | $5,851+82.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |