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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,677 | $107,368-76.1% | $92,915-72.4% | $152,909-83.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.21% | 145.64%-122.4pp | 109.45%-86.2pp | 345.46%-322.3pp |
| Employer contribution / active EE | $7,555 | $4,222+78.9% | $3,653+106.8% | $4,764+58.6% |
| Participant deferral / active EE | $8,812 | $4,848+81.8% | $4,238+107.9% | $5,851+50.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |