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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,843 | $96,508-49.4% | $75,901-35.6% | $152,897-68.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.66% | 33.99%-14.3pp | 30.76%-11.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,378 | $3,310+2.1% | $2,501+35.1% | $4,764-29.1% |
| Participant deferral / active EE | $7,588 | $4,554+66.6% | $3,603+110.6% | $5,851+29.7% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |