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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,137 | $115,225-73.8% | $100,712-70.1% | $138,895-78.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.74% | 40.35%-28.6pp | 33.27%-21.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $7,268 | $2,771+162.3% | $2,313+214.3% | $4,194+73.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $227 | $10,844-97.9% | $9,256-97.5% | $12,562-98.2% |