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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,501 | $77,416-42.5% | $69,464-35.9% | $152,897-70.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.28% | 39.08%-17.8pp | 28.98%-7.7pp | 345.43%-324.2pp |
| Employer contribution / active EE | $4,203 | $3,315+26.8% | $2,779+51.2% | $4,764-11.8% |
| Participant deferral / active EE | $7,226 | $4,413+63.7% | $3,536+104.3% | $5,851+23.5% |
| Admin fee / account holder | $20 | $6,208-99.7% | $3,840-99.5% | $11,599-99.8% |