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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,354 | $72,071-80.1% | $68,368-79.0% | $137,256-89.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.67% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,170 | $2,788+85.4% | $2,649+95.2% | $4,156+24.4% |
| Participant deferral / active EE | $5,170 | $4,410+17.2% | $4,123+25.4% | $6,407-19.3% |
| Admin fee / account holder | $218 | $5,336-95.9% | $5,150-95.8% | $12,270-98.2% |