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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,444 | $229,360-74.5% | $109,916-46.8% | - |
| Participation rate | 100.0% | 68.8%+31.2pp | 74.2%+25.8pp | - |
| Annual return | 40.52% | 12.30%+28.2pp | 29.46%+11.1pp | - |
| Employer contribution / active EE | $5,475 | $2,220+146.6% | $2,844+92.5% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $4,047-100.0% | - |
| Admin fee / account holder | $0 | $25,444-100.0% | $6,069-100.0% | - |