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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,339 | $232,540-81.4% | $185,117-76.6% | $147,586-70.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.84% | 43.03%-25.2pp | 40.50%-22.7pp | 578.59%-560.8pp |
| Employer contribution / active EE | $11,584 | $5,195+123.0% | $4,182+177.0% | $4,876+137.5% |
| Participant deferral / active EE | $4,162 | $5,834-28.7% | $5,045-17.5% | $5,439-23.5% |
| Admin fee / account holder | $194 | $10,275-98.1% | $8,159-97.6% | $10,886-98.2% |