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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,128 | $162,821-74.7% | $133,978-69.3% | $158,982-74.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.18% | 41.95%-34.8pp | 45.10%-37.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $2,424 | $4,976-51.3% | $3,919-38.2% | $4,763-49.1% |
| Participant deferral / active EE | $4,470 | $5,910-24.4% | $5,047-11.4% | $5,983-25.3% |
| Admin fee / account holder | $19 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |