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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,105 | $228,395-82.9% | $185,861-79.0% | $158,982-75.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.71% | 40.82%-19.1pp | 35.96%-14.3pp | 302.99%-281.3pp |
| Employer contribution / active EE | $11,161 | $4,968+124.7% | $4,088+173.0% | $4,763+134.3% |
| Participant deferral / active EE | $4,790 | $6,417-25.4% | $5,634-15.0% | $5,983-19.9% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |