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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,761 | $162,821-75.6% | $133,978-70.3% | $158,982-75.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.41% | 41.95%-27.5pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $8,902 | $4,976+78.9% | $3,919+127.2% | $4,763+86.9% |
| Participant deferral / active EE | $4,965 | $5,910-16.0% | $5,047-1.6% | $5,983-17.0% |
| Admin fee / account holder | $278 | $11,742-97.6% | $8,930-96.9% | $11,252-97.5% |