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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,732 | $122,962-79.9% | $71,585-65.5% | $138,895-82.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 18.23% | 37.84%-19.6pp | 59.26%-41.0pp | 145.39%-127.2pp |
| Employer contribution / active EE | $9,108 | $2,620+247.7% | $1,669+445.8% | $4,194+117.2% |
| Participant deferral / active EE | $2,862 | $4,311-33.6% | $2,923-2.1% | $6,396-55.3% |
| Admin fee / account holder | $0 | $6,488-100.0% | $4,712-100.0% | $12,562-100.0% |