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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,793 | $115,866-54.4% | $65,328-19.2% | $139,456-62.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 15.70% | 31.21%-15.5pp | 47.39%-31.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $5,086 | $2,600+95.6% | $1,692+200.6% | $4,753+7.0% |
| Participant deferral / active EE | $4,741 | $4,242+11.8% | $2,832+67.4% | $6,711-29.4% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |