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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,226 | $100,073-86.8% | $85,126-84.5% | $145,877-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 84.79% | 84.11%+0.7pp | 66.63%+18.2pp | 551.28%-466.5pp |
| Employer contribution / active EE | $4,470 | $3,236+38.1% | $2,731+63.6% | $4,663-4.1% |
| Participant deferral / active EE | $7,602 | $5,294+43.6% | $4,523+68.1% | $6,691+13.6% |
| Admin fee / account holder | $13 | $7,261-99.8% | $6,160-99.8% | $13,402-99.9% |