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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,942 | $232,540-86.3% | $185,117-82.7% | $147,586-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.44% | 43.03%-21.6pp | 40.50%-19.1pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,856 | $5,195-45.0% | $4,182-31.7% | $4,876-41.4% |
| Participant deferral / active EE | $2,983 | $5,834-48.9% | $5,045-40.9% | $5,439-45.2% |
| Admin fee / account holder | $19 | $10,275-99.8% | $8,159-99.8% | $10,886-99.8% |