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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,420 | $162,821-74.6% | $133,978-69.1% | $158,982-73.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.01% | 41.95%-15.9pp | 45.10%-19.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $3,153 | $4,976-36.6% | $3,919-19.5% | $4,763-33.8% |
| Participant deferral / active EE | $9,557 | $5,910+61.7% | $5,047+89.4% | $5,983+59.7% |
| Admin fee / account holder | $102 | $11,742-99.1% | $8,930-98.9% | $11,252-99.1% |