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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,408 | $162,821-75.2% | $133,978-69.8% | $158,982-74.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.44% | 41.95%-25.5pp | 45.10%-28.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $4,676 | $4,976-6.0% | $3,919+19.3% | $4,763-1.8% |
| Participant deferral / active EE | $3,750 | $5,910-36.5% | $5,047-25.7% | $5,983-37.3% |
| Admin fee / account holder | $240 | $11,742-98.0% | $8,930-97.3% | $11,252-97.9% |