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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,633 | $85,060-71.0% | $70,548-65.1% | $139,456-82.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.94% | 30.38%-15.4pp | 32.78%-17.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $8,486 | $3,911+117.0% | $2,975+185.3% | $4,753+78.6% |
| Participant deferral / active EE | $6,412 | $5,890+8.9% | $4,567+40.4% | $6,711-4.5% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |