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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,861 | $110,240-78.4% | $96,544-75.3% | $139,487-82.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 48.84% | 26.41%+22.4pp | 25.88%+23.0pp | 373.84%-325.0pp |
| Employer contribution / active EE | $5,025 | $3,622+38.7% | $2,966+69.4% | $4,755+5.7% |
| Participant deferral / active EE | $11,095 | $5,549+100.0% | $4,851+128.7% | $6,713+65.3% |
| Admin fee / account holder | $23 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |