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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,757 | $106,247-56.9% | $96,515-52.6% | $139,466-67.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.47% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $8,442 | $4,106+105.6% | $3,740+125.7% | $4,754+77.6% |
| Participant deferral / active EE | $10,524 | $5,456+92.9% | $4,880+115.7% | $6,712+56.8% |
| Admin fee / account holder | $242 | $7,885-96.9% | $6,735-96.4% | $11,409-97.9% |