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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,806 | $115,866-82.0% | $65,328-68.2% | $139,456-85.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 39.61% | 31.21%+8.4pp | 47.39%-7.8pp | 373.45%-333.8pp |
| Employer contribution / active EE | $3,601 | $2,600+38.5% | $1,692+112.9% | $4,753-24.2% |
| Participant deferral / active EE | $9,430 | $4,242+122.3% | $2,832+233.0% | $6,711+40.5% |
| Admin fee / account holder | $253 | $6,705-96.2% | $4,116-93.9% | $11,407-97.8% |