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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,060 | $176,402-84.1% | $134,162-79.1% | $158,966-82.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 21.52% | 63.66%-42.1pp | 36.35%-14.8pp | 302.95%-281.4pp |
| Employer contribution / active EE | $3,026 | $5,042-40.0% | $3,705-18.3% | $4,762-36.5% |
| Participant deferral / active EE | $5,471 | $4,093+33.7% | $3,500+56.3% | $5,983-8.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |