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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,263 | $124,330-70.8% | $109,173-66.8% | $167,536-78.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.47% | 26.04%-5.6pp | 25.75%-5.3pp | 478.82%-458.3pp |
| Employer contribution / active EE | $11,670 | $4,209+177.2% | $3,723+213.5% | $4,839+141.2% |
| Participant deferral / active EE | $9,997 | $5,256+90.2% | $4,654+114.8% | $6,342+57.6% |
| Admin fee / account holder | $10 | $7,974-99.9% | $6,755-99.8% | $12,315-99.9% |