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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,452 | $162,821-77.0% | $133,978-72.0% | $158,982-76.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.79% | 41.95%-33.2pp | 45.10%-36.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,038 | $4,976-79.2% | $3,919-73.5% | $4,763-78.2% |
| Participant deferral / active EE | $18,250 | $5,910+208.8% | $5,047+261.6% | $5,983+205.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |