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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,614 | $162,821-78.7% | $133,978-74.2% | $158,982-78.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.12% | 41.95%-35.8pp | 45.10%-39.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $12,587 | $4,976+152.9% | $3,919+221.2% | $4,763+164.3% |
| Participant deferral / active EE | $7,000 | $5,910+18.4% | $5,047+38.7% | $5,983+17.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |