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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,161 | $108,212-85.1% | $77,513-79.2% | $158,966-89.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 23.90% | 31.67%-7.8pp | 54.81%-30.9pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,025 | $1,325+52.9% | $987+105.3% | $4,762-57.5% |
| Participant deferral / active EE | $2,722 | $2,455+10.8% | $1,861+46.2% | $5,983-54.5% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |