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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,753 | $108,285-82.7% | $77,552-75.8% | $158,982-88.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 34.53% | 31.69%+2.8pp | 54.82%-20.3pp | 302.99%-268.5pp |
| Employer contribution / active EE | $2,278 | $1,325+71.9% | $987+130.9% | $4,763-52.2% |
| Participant deferral / active EE | $8,063 | $2,455+228.4% | $1,861+333.3% | $5,983+34.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |