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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,317 | $211,224-83.3% | $178,505-80.2% | $145,897-75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 30.28%-15.8pp | 27.16%-12.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,250 | $4,577+14.7% | $3,955+32.7% | $4,663+12.6% |
| Participant deferral / active EE | $30,484 | $6,966+337.6% | $6,280+385.4% | $6,689+355.7% |
| Admin fee / account holder | $60 | $12,109-99.5% | $10,428-99.4% | $13,390-99.6% |