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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,273 | $93,346-67.6% | $71,796-57.8% | $273,972-89.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 28.96% | 130.39%-101.4pp | 78.04%-49.1pp | 41.46%-12.5pp |
| Employer contribution / active EE | $3,434 | $2,733+25.6% | $1,924+78.4% | $4,869-29.5% |
| Participant deferral / active EE | $8,182 | $3,475+135.4% | $2,794+192.8% | $5,287+54.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |