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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,070 | $100,139-76.0% | $85,187-71.7% | $145,884-83.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 84.15%-72.8pp | 66.67%-55.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $6,150 | $3,238+89.9% | $2,732+125.1% | $4,662+31.9% |
| Participant deferral / active EE | $6,100 | $5,296+15.2% | $4,525+34.8% | $6,690-8.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |