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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,023 | $228,395-82.5% | $185,861-78.5% | $158,982-74.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.72% | 40.82%-24.1pp | 35.96%-19.2pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,333 | $4,968-53.0% | $4,088-42.9% | $4,763-51.0% |
| Participant deferral / active EE | $5,637 | $6,417-12.2% | $5,634+0.1% | $5,983-5.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |