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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,018 | $232,540-85.8% | $185,117-82.2% | $147,586-77.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.72% | 43.03%-18.3pp | 40.50%-15.8pp | 578.59%-553.9pp |
| Employer contribution / active EE | $7,000 | $5,195+34.7% | $4,182+67.4% | $4,876+43.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $189 | $10,275-98.2% | $8,159-97.7% | $10,886-98.3% |