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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,463 | $227,597-86.2% | $189,575-83.4% | $167,536-81.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.87% | 78.44%-65.6pp | 64.19%-51.3pp | 478.82%-465.9pp |
| Employer contribution / active EE | $10,204 | $5,316+91.9% | $4,412+131.3% | $4,839+110.9% |
| Participant deferral / active EE | $8,889 | $7,002+27.0% | $6,174+44.0% | $6,342+40.2% |
| Admin fee / account holder | $224 | $11,877-98.1% | $9,806-97.7% | $12,315-98.2% |