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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,550 | $165,939-82.8% | $122,354-76.7% | $147,586-80.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.05% | 34.56%-23.5pp | 30.28%-19.2pp | 578.59%-567.5pp |
| Employer contribution / active EE | $10,301 | $5,754+79.0% | $4,051+154.3% | $4,876+111.2% |
| Participant deferral / active EE | $5,778 | $4,005+44.3% | $3,287+75.8% | $5,439+6.2% |
| Admin fee / account holder | $2 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |