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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,197 | $201,344-70.6% | $184,243-67.9% | $145,877-59.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,340 | $7,022-66.7% | $6,427-63.6% | $4,663-49.8% |
| Participant deferral / active EE | $9,834 | $9,807+0.3% | $9,132+7.7% | $6,691+47.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |