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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,615 | $85,060-71.1% | $70,565-65.1% | $139,487-82.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.35% | 30.39%-9.0pp | 32.79%-11.4pp | 373.84%-352.5pp |
| Employer contribution / active EE | $4,753 | $3,912+21.5% | $2,976+59.7% | $4,7550% |
| Participant deferral / active EE | $8,750 | $5,891+48.5% | $4,568+91.5% | $6,713+30.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |