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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,800 | $149,778-82.1% | $118,946-77.5% | $158,966-83.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 36.86% | 19.95%+16.9pp | 35.89%+1.0pp | 302.95%-266.1pp |
| Employer contribution / active EE | $14,069 | $4,117+241.7% | $3,263+331.1% | $4,762+195.4% |
| Participant deferral / active EE | $2,393 | $5,225-54.2% | $4,266-43.9% | $5,983-60.0% |
| Admin fee / account holder | $19 | $8,604-99.8% | $6,581-99.7% | $11,250-99.8% |