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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,317 | $211,239-83.3% | $178,528-80.2% | $145,877-75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 30.22%-15.7pp | 27.11%-12.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,250 | $4,570+14.9% | $3,950+32.9% | $4,663+12.6% |
| Participant deferral / active EE | $30,484 | $6,963+337.8% | $6,278+385.5% | $6,691+355.6% |
| Admin fee / account holder | $60 | $12,095-99.5% | $10,419-99.4% | $13,402-99.6% |