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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,603 | $166,242-85.8% | $165,071-85.7% | $145,884-83.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.03% | 100.44%-89.4pp | 70.17%-59.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $10,530 | $5,283+99.3% | $4,347+142.2% | $4,662+125.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |