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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,029 | $69,248-59.5% | $64,101-56.3% | $139,466-79.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.34% | 45.95%-14.6pp | 33.72%-2.4pp | 373.66%-342.3pp |
| Employer contribution / active EE | $4,787 | $3,185+50.3% | $2,749+74.2% | $4,754+0.7% |
| Participant deferral / active EE | $5,437 | $4,682+16.1% | $3,881+40.1% | $6,712-19.0% |
| Admin fee / account holder | $228 | $4,247-94.6% | $3,070-92.6% | $11,409-98.0% |