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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,612 | $106,247-80.6% | $96,515-78.6% | $139,466-85.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.19% | 38.47%-5.3pp | 35.73%-2.5pp | 373.66%-340.5pp |
| Employer contribution / active EE | $8,433 | $4,106+105.4% | $3,740+125.5% | $4,754+77.4% |
| Participant deferral / active EE | $15,144 | $5,456+177.6% | $4,880+210.4% | $6,712+125.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |