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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,001 | $90,486-81.2% | $78,676-78.4% | $273,972-93.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 105.50% | 75.62%+29.9pp | 62.19%+43.3pp | 41.46%+64.0pp |
| Employer contribution / active EE | $7,141 | $3,175+124.9% | $2,850+150.6% | $4,869+46.7% |
| Participant deferral / active EE | $5,172 | $3,901+32.6% | $3,517+47.1% | $5,287-2.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |