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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,574 | $165,939-82.8% | $122,354-76.6% | $147,586-80.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.45% | 34.56%-24.1pp | 30.28%-19.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $11,264 | $5,754+95.7% | $4,051+178.1% | $4,876+131.0% |
| Participant deferral / active EE | $7,349 | $4,005+83.5% | $3,287+123.6% | $5,439+35.1% |
| Admin fee / account holder | $54 | $7,425-99.3% | $5,479-99.0% | $10,886-99.5% |