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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,711 | $69,248-71.5% | $64,101-69.3% | $139,466-85.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.93% | 45.95%-11.0pp | 33.72%+1.2pp | 373.66%-338.7pp |
| Employer contribution / active EE | $5,806 | $3,185+82.3% | $2,749+111.2% | $4,754+22.1% |
| Participant deferral / active EE | $2,600 | $4,682-44.5% | $3,881-33.0% | $6,712-61.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |