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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,803 | $217,432-79.9% | $185,851-76.4% | $167,553-73.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.98% | 148.43%-128.4pp | 122.11%-102.1pp | 478.89%-458.9pp |
| Employer contribution / active EE | $5,241 | $5,874-10.8% | $5,168+1.4% | $4,840+8.3% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |