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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,906 | $228,352-83.4% | $185,835-79.6% | $158,966-76.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.37% | 40.81%-20.4pp | 35.96%-15.6pp | 302.95%-282.6pp |
| Employer contribution / active EE | $2,241 | $4,967-54.9% | $4,087-45.2% | $4,762-52.9% |
| Participant deferral / active EE | $15,167 | $6,416+136.4% | $5,633+169.2% | $5,983+153.5% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |