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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,137 | $124,980-75.9% | $108,359-72.2% | $154,746-80.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.74% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $7,268 | $2,851+155.0% | $2,399+202.9% | $4,379+66.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $227 | $11,502-98.0% | $9,741-97.7% | $14,365-98.4% |