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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,029 | $72,177-41.8% | $115,038-63.5% | $59,633-29.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 16.30% | 12.02%+4.3pp | 26.14%-9.8pp | 2041.45%-2025.2pp |
| Employer contribution / active EE | $4,688 | $2,841+65.0% | $4,608+1.7% | $2,203+112.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |