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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,857 | $103,949-82.8% | $69,182-74.2% | $273,972-93.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.45% | 35.28%-21.8pp | -21.93%+35.4pp | 41.46%-28.0pp |
| Employer contribution / active EE | $7,438 | $1,783+317.1% | $1,206+516.6% | $4,869+52.8% |
| Participant deferral / active EE | $3,050 | $2,716+12.3% | $1,897+60.8% | $5,287-42.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |