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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,235 | $101,063-78.0% | $81,473-72.7% | $147,586-84.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 30.06% | 32.41%-2.3pp | 38.78%-8.7pp | 578.59%-548.5pp |
| Employer contribution / active EE | $9,297 | $3,206+190.0% | $2,568+262.1% | $4,876+90.7% |
| Participant deferral / active EE | $5,479 | $4,242+29.2% | $3,537+54.9% | $5,439+0.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |