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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,770 | $98,240-51.4% | $82,312-42.0% | $147,586-67.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 39.05% | 30.85%+8.2pp | 25.88%+13.2pp | 578.59%-539.5pp |
| Employer contribution / active EE | $1,858 | $3,192-41.8% | $2,428-23.5% | $4,876-61.9% |
| Participant deferral / active EE | $7,633 | $4,383+74.2% | $3,706+106.0% | $5,439+40.4% |
| Admin fee / account holder | $40 | $8,563-99.5% | $5,608-99.3% | $10,886-99.6% |