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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,594 | $149,778-81.6% | $118,946-76.8% | $158,966-82.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.13% | 19.95%+2.2pp | 35.89%-13.8pp | 302.95%-280.8pp |
| Employer contribution / active EE | $3,073 | $4,117-25.3% | $3,263-5.8% | $4,762-35.5% |
| Participant deferral / active EE | $6,955 | $5,225+33.1% | $4,266+63.0% | $5,983+16.2% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |