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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,725 | $115,917-74.4% | $100,535-70.4% | $158,982-81.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 48.02% | 34.80%+13.2pp | 30.90%+17.1pp | 302.99%-255.0pp |
| Employer contribution / active EE | $12,488 | $4,105+204.2% | $3,419+265.3% | $4,763+162.2% |
| Participant deferral / active EE | $11,888 | $6,677+78.1% | $6,271+89.6% | $5,983+98.7% |
| Admin fee / account holder | $17 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |