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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,697 | $165,939-77.9% | $122,354-70.0% | $147,585-75.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.41% | 34.56%-15.1pp | 30.28%-10.9pp | 578.58%-559.2pp |
| Employer contribution / active EE | $5,715 | $5,754-0.7% | $4,051+41.1% | $4,876+17.2% |
| Participant deferral / active EE | $5,668 | $4,005+41.5% | $3,287+72.4% | $5,439+4.2% |
| Admin fee / account holder | $264 | $7,425-96.4% | $5,479-95.2% | $10,886-97.6% |