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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,024 | $98,240-62.3% | $82,313-55.0% | $147,585-74.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.40% | 30.85%-16.5pp | 25.88%-11.5pp | 578.58%-564.2pp |
| Employer contribution / active EE | $7,152 | $3,192+124.1% | $2,428+194.5% | $4,876+46.7% |
| Participant deferral / active EE | $7,412 | $4,383+69.1% | $3,706+100.0% | $5,439+36.3% |
| Admin fee / account holder | $249 | $8,563-97.1% | $5,608-95.6% | $10,886-97.7% |