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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,598 | $78,670-71.3% | $109,173-79.3% | $85,847-73.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.95% | 25.09%-5.1pp | 25.75%-5.8pp | 318.61%-298.7pp |
| Employer contribution / active EE | $4,412 | $2,734+61.4% | $3,723+18.5% | $2,565+72.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $93 | $5,469-98.3% | $6,755-98.6% | $6,261-98.5% |