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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,361 | $98,240-62.0% | $82,313-54.6% | $147,585-74.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.31% | 30.85%-14.5pp | 25.88%-9.6pp | 578.58%-562.3pp |
| Employer contribution / active EE | $8,500 | $3,192+166.3% | $2,428+250.0% | $4,876+74.3% |
| Participant deferral / active EE | $3,236 | $4,383-26.2% | $3,706-12.7% | $5,439-40.5% |
| Admin fee / account holder | $132 | $8,563-98.5% | $5,608-97.6% | $10,886-98.8% |