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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,910 | $152,612-73.8% | $125,192-68.1% | $152,897-73.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.51% | 54.85%-36.3pp | 43.79%-25.3pp | 345.43%-326.9pp |
| Employer contribution / active EE | $3,449 | $4,947-30.3% | $3,866-10.8% | $4,764-27.6% |
| Participant deferral / active EE | $7,256 | $5,868+23.7% | $4,937+47.0% | $5,851+24.0% |
| Admin fee / account holder | $125 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |