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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,375 | $138,076-83.1% | $123,553-81.1% | $135,380-82.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 18.57% | 153.70%-135.1pp | 119.21%-100.6pp | 519.81%-501.2pp |
| Employer contribution / active EE | $8,125 | $5,152+57.7% | $4,628+75.6% | $4,779+70.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |