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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,150 | $162,812-82.1% | $133,971-78.2% | $158,966-81.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.97% | 41.94%-27.0pp | 45.09%-30.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $2,729 | $4,976-45.2% | $3,919-30.4% | $4,762-42.7% |
| Participant deferral / active EE | $4,308 | $5,910-27.1% | $5,047-14.6% | $5,983-28.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |