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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,089 | $100,262-70.0% | $81,370-63.0% | $145,897-79.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 34.52%-24.8pp | 24.85%-15.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $10,750 | $2,979+260.9% | $2,464+336.3% | $4,663+130.6% |
| Participant deferral / active EE | $5,450 | $4,612+18.2% | $3,885+40.3% | $6,689-18.5% |
| Admin fee / account holder | $174 | $8,163-97.9% | $5,749-97.0% | $13,390-98.7% |