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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,377 | $97,732-69.9% | $83,831-65.0% | $135,380-78.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.03% | 1287.56%-1280.5pp | 850.99%-844.0pp | 519.81%-512.8pp |
| Employer contribution / active EE | $11,483 | $4,222+172.0% | $3,631+216.2% | $4,779+140.3% |
| Participant deferral / active EE | $6,000 | $4,683+28.1% | $4,082+47.0% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |