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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,888 | $157,270-81.6% | $141,173-79.5% | $152,870-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 43.12% | 64.33%-21.2pp | 71.40%-28.3pp | 345.34%-302.2pp |
| Employer contribution / active EE | $2,887 | $5,261-45.1% | $4,735-39.0% | $4,763-39.4% |
| Participant deferral / active EE | $12,981 | $7,110+82.6% | $6,710+93.5% | $5,850+121.9% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |