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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,263 | $232,540-86.1% | $185,117-82.6% | $147,586-78.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.01% | 43.03%-28.0pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $9,747 | $5,195+87.6% | $4,182+133.1% | $4,876+99.9% |
| Participant deferral / active EE | $8,201 | $5,834+40.6% | $5,045+62.5% | $5,439+50.8% |
| Admin fee / account holder | $93 | $10,275-99.1% | $8,159-98.9% | $10,886-99.2% |