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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,090 | $105,960-76.3% | $81,726-69.3% | $158,982-84.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 29.37% | 38.19%-8.8pp | 29.49%-0.1pp | 302.99%-273.6pp |
| Employer contribution / active EE | $5,799 | $7,805-25.7% | $4,311+34.5% | $4,763+21.8% |
| Participant deferral / active EE | $9,961 | $13,011-23.4% | $7,108+40.1% | $5,983+66.5% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |