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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,446 | $105,856-72.2% | $90,161-67.3% | $147,585-80.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.34% | 37.63%-15.3pp | 34.89%-12.6pp | 578.58%-556.2pp |
| Employer contribution / active EE | $3,810 | $4,126-7.7% | $3,318+14.8% | $4,876-21.9% |
| Participant deferral / active EE | $12,148 | $5,733+111.9% | $5,287+129.8% | $5,439+123.4% |
| Admin fee / account holder | $188 | $8,046-97.7% | $5,943-96.8% | $10,886-98.3% |