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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,226 | $99,995-86.8% | $85,063-84.5% | $145,978-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 84.79% | 83.99%+0.8pp | 66.54%+18.3pp | 550.52%-465.7pp |
| Employer contribution / active EE | $4,470 | $3,231+38.3% | $2,727+63.9% | $4,662-4.1% |
| Participant deferral / active EE | $7,602 | $5,295+43.6% | $4,523+68.1% | $6,690+13.6% |
| Admin fee / account holder | $13 | $7,255-99.8% | $6,155-99.8% | $13,400-99.9% |