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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,193 | $157,829-76.4% | $136,867-72.8% | $198,609-81.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 17.25% | 51.25%-34.0pp | 42.97%-25.7pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,438 | $3,923-12.4% | $3,547-3.1% | $5,055-32.0% |
| Participant deferral / active EE | $6,139 | $5,463+12.4% | $4,924+24.7% | $6,977-12.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |