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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,885 | $162,821-77.3% | $133,978-72.5% | $158,982-76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 32.80% | 41.95%-9.1pp | 45.10%-12.3pp | 302.99%-270.2pp |
| Employer contribution / active EE | $931 | $4,976-81.3% | $3,919-76.2% | $4,763-80.4% |
| Participant deferral / active EE | $15,768 | $5,910+166.8% | $5,047+212.4% | $5,983+163.5% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |