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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,060 | $232,540-82.8% | $185,117-78.4% | $147,586-72.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.89% | 43.03%-29.1pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $24,630 | $5,195+374.1% | $4,182+489.0% | $4,876+405.1% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $60 | $10,275-99.4% | $8,159-99.3% | $10,886-99.5% |