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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,164 | $118,488-76.2% | $98,462-71.4% | $139,487-79.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 18.96%-4.8pp | 21.17%-7.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $9,750 | $3,611+170.0% | $3,049+219.8% | $4,755+105.1% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |