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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,847 | $104,709-71.5% | $85,705-65.2% | $167,553-82.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.78% | 21.45%-6.7pp | 21.49%-6.7pp | 478.89%-464.1pp |
| Employer contribution / active EE | $5,865 | $3,338+75.7% | $2,619+124.0% | $4,840+21.2% |
| Participant deferral / active EE | $4,129 | $4,827-14.4% | $3,924+5.2% | $6,343-34.9% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |