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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,257 | $105,864-65.8% | $90,162-59.8% | $147,585-75.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.55% | 37.63%-11.1pp | 34.88%-8.3pp | 578.57%-552.0pp |
| Employer contribution / active EE | $5,862 | $4,126+42.1% | $3,318+76.7% | $4,876+20.2% |
| Participant deferral / active EE | $10,579 | $5,733+84.5% | $5,287+100.1% | $5,439+94.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |