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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,198 | $72,071-65.0% | $68,368-63.1% | $137,256-81.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.52% | 353.14%-328.6pp | 292.57%-268.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $6,260 | $2,788+124.5% | $2,649+136.3% | $4,156+50.6% |
| Participant deferral / active EE | $650 | $4,410-85.3% | $4,123-84.2% | $6,407-89.9% |
| Admin fee / account holder | $62 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |