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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,535 | $166,089-85.8% | $164,928-85.7% | $145,978-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.99% | 100.26%-85.3pp | 70.08%-55.1pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,600 | $5,276-31.8% | $4,343-17.1% | $4,662-22.8% |
| Participant deferral / active EE | $3,600 | $6,961-48.3% | $6,034-40.3% | $6,690-46.2% |
| Admin fee / account holder | $120 | $16,641-99.3% | $12,684-99.1% | $13,400-99.1% |