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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,213 | $96,508-70.8% | $75,901-62.8% | $152,897-81.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.55% | 33.99%-15.4pp | 30.76%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $5,143 | $3,310+55.4% | $2,501+105.6% | $4,764+8.0% |
| Participant deferral / active EE | $9,838 | $4,554+116.1% | $3,603+173.0% | $5,851+68.1% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |