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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,222 | $113,338-79.5% | $94,993-75.6% | $147,586-84.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.81% | 20.80%-6.0pp | 27.14%-12.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,500 | $3,160+74.0% | $2,603+111.3% | $4,876+12.8% |
| Participant deferral / active EE | $500 | $3,777-86.8% | $3,317-84.9% | $5,439-90.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |