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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,502 | $103,393-59.9% | $87,103-52.4% | $152,909-72.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.73% | 28.10%-5.4pp | 28.19%-5.5pp | 345.46%-322.7pp |
| Employer contribution / active EE | $4,365 | $3,221+35.5% | $2,521+73.1% | $4,764-8.4% |
| Participant deferral / active EE | $10,027 | $4,778+109.8% | $4,049+147.7% | $5,851+71.4% |
| Admin fee / account holder | $115 | $12,195-99.1% | $7,491-98.5% | $11,601-99.0% |