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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,788 | $133,998-86.0% | $112,263-83.3% | $134,545-86.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 59.05% | 47.17%+11.9pp | 27.49%+31.6pp | 418.37%-359.3pp |
| Employer contribution / active EE | $4,074 | $4,040+0.8% | $3,636+12.1% | $4,742-14.1% |
| Participant deferral / active EE | $7,387 | $5,292+39.6% | $4,729+56.2% | $6,401+15.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |