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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,015 | $103,393-66.1% | $87,103-59.8% | $152,909-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.66% | 28.10%-3.4pp | 28.19%-3.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $4,365 | $3,221+35.5% | $2,521+73.1% | $4,764-8.4% |
| Participant deferral / active EE | $10,624 | $4,778+122.3% | $4,049+162.4% | $5,851+81.6% |
| Admin fee / account holder | $51 | $12,195-99.6% | $7,491-99.3% | $11,601-99.6% |