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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,978 | $211,946-80.2% | $169,452-75.2% | $135,380-69.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 31.58% | 3.26%+28.3pp | 1.83%+29.7pp | 519.81%-488.2pp |
| Employer contribution / active EE | $7,095 | $5,117+38.7% | $4,157+70.7% | $4,779+48.5% |
| Participant deferral / active EE | $20,500 | $6,075+237.4% | $5,277+288.5% | $5,609+265.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |