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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,601 | $115,810-78.8% | $101,271-75.7% | $158,966-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 61.45% | 56.15%+5.3pp | 46.48%+15.0pp | 302.95%-241.5pp |
| Employer contribution / active EE | $8,013 | $4,175+91.9% | $3,660+118.9% | $4,762+68.3% |
| Participant deferral / active EE | $4,197 | $4,958-15.3% | $4,371-4.0% | $5,983-29.8% |
| Admin fee / account holder | $87 | $7,248-98.8% | $5,948-98.5% | $11,250-99.2% |