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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,968 | $63,342-40.1% | $92,236-58.8% | $70,131-45.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.43% | 530.15%-516.7pp | 176.29%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $9,291 | $2,471+276.0% | $3,679+152.5% | $2,342+296.6% |
| Participant deferral / active EE | $2,538 | $2,854-11.1% | $3,897-34.9% | $3,332-23.8% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |