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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,431 | $103,949-65.9% | $69,182-48.8% | $273,972-87.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.89% | 35.28%-27.4pp | -21.93%+29.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $9,941 | $1,783+457.5% | $1,206+724.1% | $4,869+104.2% |
| Participant deferral / active EE | $18,000 | $2,716+562.6% | $1,897+848.9% | $5,287+240.4% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |