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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,695 | $133,998-73.4% | $112,263-68.2% | $134,545-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.13% | 47.17%-46.0pp | 27.49%-26.4pp | 418.37%-417.2pp |
| Employer contribution / active EE | $13,881 | $4,040+243.6% | $3,636+281.7% | $4,742+192.7% |
| Participant deferral / active EE | $6,733 | $5,292+27.2% | $4,729+42.4% | $6,401+5.2% |
| Admin fee / account holder | $40 | $7,493-99.5% | $6,410-99.4% | $11,431-99.7% |