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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,376 | $123,000-68.0% | $105,582-62.7% | $198,609-80.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 11.25% | 18.31%-7.1pp | 18.61%-7.4pp | 202.70%-191.5pp |
| Employer contribution / active EE | $12,330 | $3,582+244.2% | $2,984+313.2% | $5,055+143.9% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |