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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,000 | $149,778-77.3% | $118,946-71.4% | $158,950-78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.54% | 19.95%+3.6pp | 35.89%-12.3pp | 302.91%-279.4pp |
| Employer contribution / active EE | $2,133 | $4,117-48.2% | $3,263-34.6% | $4,762-55.2% |
| Participant deferral / active EE | $12,883 | $5,225+146.6% | $4,266+202.0% | $5,983+115.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |