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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,948 | $227,597-75.0% | $189,575-70.0% | $167,536-66.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.43% | 78.44%-67.0pp | 64.19%-52.8pp | 478.82%-467.4pp |
| Employer contribution / active EE | $3,500 | $5,316-34.2% | $4,412-20.7% | $4,839-27.7% |
| Participant deferral / active EE | $9,426 | $7,002+34.6% | $6,174+52.7% | $6,342+48.6% |
| Admin fee / account holder | $5 | $11,877-100.0% | $9,806-99.9% | $12,315-100.0% |