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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,345 | $152,619-81.4% | $125,195-77.4% | $152,909-81.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 63.95% | 54.85%+9.1pp | 43.79%+20.2pp | 345.46%-281.5pp |
| Employer contribution / active EE | $2,999 | $4,947-39.4% | $3,866-22.4% | $4,764-37.0% |
| Participant deferral / active EE | $6,538 | $5,869+11.4% | $4,937+32.4% | $5,851+11.7% |
| Admin fee / account holder | $41 | $13,437-99.7% | $9,704-99.6% | $11,601-99.6% |