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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,777 | $90,486-79.2% | $78,676-76.1% | $273,972-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 29.40% | 75.62%-46.2pp | 62.19%-32.8pp | 41.46%-12.1pp |
| Employer contribution / active EE | $6,725 | $3,175+111.8% | $2,850+135.9% | $4,869+38.1% |
| Participant deferral / active EE | $502 | $3,901-87.1% | $3,517-85.7% | $5,287-90.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |