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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,326 | $211,239-81.4% | $178,528-78.0% | $145,877-73.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.49% | 30.22%-10.7pp | 27.11%-7.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $7,304 | $4,570+59.8% | $3,950+84.9% | $4,663+56.6% |
| Participant deferral / active EE | $13,714 | $6,963+97.0% | $6,278+118.4% | $6,691+105.0% |
| Admin fee / account holder | $58 | $12,095-99.5% | $10,419-99.4% | $13,402-99.6% |