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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,411 | $176,402-83.9% | $134,155-78.8% | $158,950-82.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 77.67% | 63.66%+14.0pp | 36.34%+41.3pp | 302.91%-225.2pp |
| Employer contribution / active EE | $3,609 | $5,042-28.4% | $3,705-2.6% | $4,762-24.2% |
| Participant deferral / active EE | $15,292 | $4,093+273.6% | $3,500+337.0% | $5,983+155.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |