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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,056 | $117,433-65.9% | $99,475-59.7% | $152,897-73.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 24.36% | 31.87%-7.5pp | 30.72%-6.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $5,613 | $3,013+86.3% | $2,540+121.0% | $4,764+17.8% |
| Participant deferral / active EE | $1,795 | $4,086-56.1% | $3,619-50.4% | $5,851-69.3% |
| Admin fee / account holder | $37 | $7,634-99.5% | $6,252-99.4% | $11,599-99.7% |