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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,825 | $110,303-72.1% | $95,759-67.8% | $139,487-77.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 60.32% | 27.19%+33.1pp | 28.42%+31.9pp | 373.84%-313.5pp |
| Employer contribution / active EE | $8,309 | $3,261+154.8% | $2,836+192.9% | $4,755+74.7% |
| Participant deferral / active EE | $10,013 | $4,674+114.2% | $4,244+136.0% | $6,713+49.2% |
| Admin fee / account holder | $28 | $6,615-99.6% | $5,678-99.5% | $11,407-99.8% |