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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,644 | $85,024-75.7% | $70,544-70.7% | $139,466-85.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 23.22% | 30.39%-7.2pp | 32.79%-9.6pp | 373.66%-350.4pp |
| Employer contribution / active EE | $4,821 | $3,912+23.2% | $2,976+62.0% | $4,754+1.4% |
| Participant deferral / active EE | $2,970 | $5,891-49.6% | $4,568-35.0% | $6,712-55.8% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |