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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,238 | $114,013-64.7% | $103,693-61.2% | $155,188-74.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.15% | 49.31%-27.2pp | 47.61%-25.5pp | 148.84%-126.7pp |
| Employer contribution / active EE | $4,377 | $3,131+39.8% | $2,920+49.9% | $4,248+3.0% |
| Participant deferral / active EE | $8,194 | $4,970+64.9% | $4,579+78.9% | $6,531+25.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |