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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,488 | $183,516-84.5% | $155,534-81.7% | $145,884-80.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.50% | 61.43%-31.9pp | 64.92%-35.4pp | 551.85%-522.3pp |
| Employer contribution / active EE | $1,799 | $5,315-66.2% | $4,675-61.5% | $4,662-61.4% |
| Participant deferral / active EE | $11,483 | $6,467+77.6% | $5,630+104.0% | $6,690+71.7% |
| Admin fee / account holder | $249 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |