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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,019 | $90,486-69.0% | $78,676-64.4% | $273,972-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 89.28% | 75.62%+13.7pp | 62.19%+27.1pp | 41.46%+47.8pp |
| Employer contribution / active EE | $23,985 | $3,175+655.4% | $2,850+741.6% | $4,869+392.6% |
| Participant deferral / active EE | $1,709 | $3,901-56.2% | $3,517-51.4% | $5,287-67.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |