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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,972 | $69,252-82.7% | $64,099-81.3% | $139,456-91.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 55.00% | 45.89%+9.1pp | 33.70%+21.3pp | 373.45%-318.4pp |
| Employer contribution / active EE | $3,819 | $3,184+19.9% | $2,748+39.0% | $4,753-19.6% |
| Participant deferral / active EE | $4,774 | $4,683+1.9% | $3,881+23.0% | $6,711-28.9% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |