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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,945 | $232,540-74.7% | $185,117-68.2% | $147,586-60.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.29% | 43.03%-22.7pp | 40.50%-20.2pp | 578.59%-558.3pp |
| Employer contribution / active EE | $7,754 | $5,195+49.2% | $4,182+85.4% | $4,876+59.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $216 | $10,275-97.9% | $8,159-97.4% | $10,886-98.0% |