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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,182 | $110,379-65.4% | $102,412-62.7% | $145,884-73.8% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 35.18% | 24.84%+10.3pp | 24.94%+10.2pp | 551.85%-516.7pp |
| Employer contribution / active EE | $16,667 | $4,216+295.3% | $3,870+330.7% | $4,662+257.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $102 | $9,745-99.0% | $8,388-98.8% | $13,392-99.2% |