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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,783 | $106,280-59.7% | $96,538-55.7% | $139,487-69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.79% | 38.48%-14.7pp | 35.74%-12.0pp | 373.84%-350.1pp |
| Employer contribution / active EE | $9,807 | $4,107+138.8% | $3,740+162.2% | $4,755+106.3% |
| Participant deferral / active EE | $10,011 | $5,457+83.5% | $4,880+105.1% | $6,713+49.1% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |