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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,105 | $228,352-82.9% | $185,827-79.0% | $158,950-75.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.71% | 40.81%-19.1pp | 35.96%-14.3pp | 302.91%-281.2pp |
| Employer contribution / active EE | $11,161 | $4,967+124.7% | $4,087+173.1% | $4,762+134.4% |
| Participant deferral / active EE | $4,790 | $6,416-25.3% | $5,633-15.0% | $5,983-19.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |