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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,400 | $106,588-70.5% | $94,215-66.7% | $155,188-79.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 10.84% | 29.39%-18.6pp | 28.22%-17.4pp | 148.84%-138.0pp |
| Employer contribution / active EE | $7,500 | $3,080+143.5% | $2,675+180.4% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $264 | $12,281-97.9% | $10,216-97.4% | $14,480-98.2% |