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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,518 | $162,812-78.8% | $133,971-74.2% | $158,966-78.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 34.10% | 41.94%-7.8pp | 45.09%-11.0pp | 302.95%-268.8pp |
| Employer contribution / active EE | $9,628 | $4,976+93.5% | $3,919+145.7% | $4,762+102.2% |
| Participant deferral / active EE | $8,174 | $5,910+38.3% | $5,047+62.0% | $5,983+36.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |