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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,317 | $162,821-82.0% | $133,978-78.1% | $158,982-81.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.38% | 41.95%-31.6pp | 45.10%-34.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,471 | $4,976-50.3% | $3,919-37.0% | $4,763-48.1% |
| Participant deferral / active EE | $3,574 | $5,910-39.5% | $5,047-29.2% | $5,983-40.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |