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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,955 | $157,276-81.6% | $141,177-79.5% | $152,885-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.83% | 64.33%-30.5pp | 71.40%-37.6pp | 345.39%-311.6pp |
| Employer contribution / active EE | $10,482 | $5,262+99.2% | $4,736+121.3% | $4,763+120.1% |
| Participant deferral / active EE | $6,016 | $7,110-15.4% | $6,710-10.3% | $5,851+2.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |