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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,476 | $117,895-64.0% | $102,460-58.5% | $145,897-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 31.92%-23.2pp | 29.47%-20.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $6,489 | $3,619+79.3% | $3,025+114.5% | $4,663+39.2% |
| Participant deferral / active EE | $3,600 | $5,736-37.2% | $5,056-28.8% | $6,689-46.2% |
| Admin fee / account holder | $194 | $13,353-98.5% | $9,460-97.9% | $13,390-98.5% |