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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,407 | $117,829-69.1% | $102,423-64.5% | $145,877-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 38.60% | 31.83%+6.8pp | 29.42%+9.2pp | 551.28%-512.7pp |
| Employer contribution / active EE | $7,773 | $3,615+115.0% | $3,023+157.1% | $4,663+66.7% |
| Participant deferral / active EE | $5,594 | $5,732-2.4% | $5,054+10.7% | $6,691-16.4% |
| Admin fee / account holder | $11 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |