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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,026 | $85,060-57.6% | $70,565-48.9% | $139,487-74.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.04% | 30.39%-9.3pp | 32.79%-11.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $7,631 | $3,912+95.1% | $2,976+156.4% | $4,755+60.5% |
| Participant deferral / active EE | $3,938 | $5,891-33.2% | $4,568-13.8% | $6,713-41.3% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |