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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,729 | $162,785-78.7% | $133,959-74.1% | $158,950-78.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 32.18% | 41.94%-9.8pp | 45.09%-12.9pp | 302.91%-270.7pp |
| Employer contribution / active EE | $1,547 | $4,975-68.9% | $3,919-60.5% | $4,762-67.5% |
| Participant deferral / active EE | $9,607 | $5,910+62.6% | $5,047+90.3% | $5,983+60.6% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |