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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,286 | $82,028-54.5% | $123,105-69.7% | $59,633-37.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 5.55% | 5.12%+0.4pp | 13.22%-7.7pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $11,126 | $3,297+237.5% | $5,151+116.0% | $2,203+405.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |