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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,881 | $162,812-75.5% | $133,971-70.2% | $158,966-74.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.36% | 41.94%-14.6pp | 45.09%-17.7pp | 302.95%-275.6pp |
| Employer contribution / active EE | $2,037 | $4,976-59.1% | $3,919-48.0% | $4,762-57.2% |
| Participant deferral / active EE | $13,450 | $5,910+127.6% | $5,047+166.5% | $5,983+124.8% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |