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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,676 | $105,856-59.7% | $90,161-52.7% | $147,586-71.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.18% | 37.63%-23.5pp | 34.89%-20.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $8,584 | $4,126+108.0% | $3,318+158.7% | $4,876+76.0% |
| Participant deferral / active EE | $4,153 | $5,733-27.6% | $5,287-21.5% | $5,439-23.6% |
| Admin fee / account holder | $36 | $8,046-99.6% | $5,943-99.4% | $10,886-99.7% |