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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,013 | $124,330-73.4% | $109,173-69.8% | $167,536-80.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.18% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $12,560 | $4,209+198.4% | $3,723+237.4% | $4,839+159.6% |
| Participant deferral / active EE | $6,481 | $5,256+23.3% | $4,654+39.3% | $6,342+2.2% |
| Admin fee / account holder | $187 | $7,974-97.7% | $6,755-97.2% | $12,315-98.5% |