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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,017 | $165,381-76.4% | $149,730-73.9% | $158,966-75.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.96% | 348.29%-329.3pp | 276.70%-257.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,300 | $5,104-74.5% | $4,645-72.0% | $4,762-72.7% |
| Participant deferral / active EE | $14,500 | $7,182+101.9% | $6,843+111.9% | $5,983+142.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |