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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,758 | $884,045-84.2% | $453,569-69.2% | $167,536-16.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 12.48% | 29.49%-17.0pp | 64.43%-51.9pp | 478.82%-466.3pp |
| Employer contribution / active EE | $962 | $5,538-82.6% | $4,072-76.4% | $4,839-80.1% |
| Participant deferral / active EE | $13,550 | $7,898+71.6% | $6,211+118.2% | $6,342+113.6% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |