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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,292 | $117,859-75.1% | $102,438-71.4% | $145,959-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $5,139 | $3,615+42.2% | $3,024+70.0% | $4,661+10.3% |
| Participant deferral / active EE | $2,865 | $5,732-50.0% | $5,054-43.3% | $6,689-57.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |