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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,917 | $165,399-83.7% | $149,745-82.0% | $158,982-83.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.78% | 348.34%-322.6pp | 276.72%-250.9pp | 302.99%-277.2pp |
| Employer contribution / active EE | $3,856 | $5,105-24.5% | $4,646-17.0% | $4,763-19.1% |
| Participant deferral / active EE | $19,955 | $7,183+177.8% | $6,843+191.6% | $5,983+233.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |