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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,436 | $85,024-88.9% | $70,544-86.6% | $139,466-93.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 38.69% | 30.39%+8.3pp | 32.79%+5.9pp | 373.66%-335.0pp |
| Employer contribution / active EE | $2,621 | $3,912-33.0% | $2,976-11.9% | $4,754-44.9% |
| Participant deferral / active EE | $2,621 | $5,891-55.5% | $4,568-42.6% | $6,712-61.0% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |