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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $107,368-66.0% | $92,915-60.8% | $152,909-76.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.02% | 145.64%-128.6pp | 109.45%-92.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $19,207 | $4,222+354.9% | $3,653+425.7% | $4,764+303.2% |
| Participant deferral / active EE | $10,000 | $4,848+106.3% | $4,238+136.0% | $5,851+70.9% |
| Admin fee / account holder | $11 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |