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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,520 | $154,467-84.1% | $130,270-81.2% | $139,487-82.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 48.20% | 30.58%+17.6pp | 38.89%+9.3pp | 373.84%-325.6pp |
| Employer contribution / active EE | $3,370 | $5,175-34.9% | $4,128-18.4% | $4,755-29.1% |
| Participant deferral / active EE | $14,729 | $8,497+73.3% | $6,797+116.7% | $6,713+119.4% |
| Admin fee / account holder | $146 | $9,222-98.4% | $6,022-97.6% | $11,407-98.7% |