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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,089 | $100,004-69.9% | $81,438-63.1% | $145,959-79.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 34.34%-24.6pp | 24.74%-15.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $10,750 | $2,970+262.0% | $2,460+336.9% | $4,661+130.6% |
| Participant deferral / active EE | $5,450 | $4,603+18.4% | $3,883+40.4% | $6,689-18.5% |
| Admin fee / account holder | $174 | $8,202-97.9% | $5,764-97.0% | $13,398-98.7% |