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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,197 | $67,823-58.4% | $52,425-46.2% | $137,256-79.5% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 15.27% | 219.11%-203.8pp | 302.12%-286.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $8,883 | $1,163+663.8% | $914+871.6% | $4,156+113.7% |
| Participant deferral / active EE | $3,714 | $2,288+62.3% | $1,790+107.5% | $6,407-42.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |