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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,868 | $165,939-80.8% | $122,354-74.0% | $147,586-78.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.54% | 34.56%-21.0pp | 30.28%-16.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $3,256 | $5,754-43.4% | $4,051-19.6% | $4,876-33.2% |
| Participant deferral / active EE | $12,500 | $4,005+212.1% | $3,287+280.3% | $5,439+129.8% |
| Admin fee / account holder | $226 | $7,425-97.0% | $5,479-95.9% | $10,886-97.9% |