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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,710 | $72,071-56.0% | $68,368-53.6% | $137,256-76.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.17% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,822 | $2,788+37.1% | $2,649+44.3% | $4,156-8.0% |
| Participant deferral / active EE | $4,779 | $4,410+8.4% | $4,123+15.9% | $6,407-25.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |