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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,565 | $232,540-88.1% | $185,117-85.1% | $147,585-81.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 46.56% | 43.03%+3.5pp | 40.50%+6.1pp | 578.58%-532.0pp |
| Employer contribution / active EE | $18,626 | $5,195+258.5% | $4,182+345.4% | $4,876+281.9% |
| Participant deferral / active EE | $9,472 | $5,834+62.4% | $5,045+87.7% | $5,439+74.2% |
| Admin fee / account holder | $166 | $10,275-98.4% | $8,159-98.0% | $10,886-98.5% |