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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,779 | $110,379-58.5% | $102,412-55.3% | $145,884-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.22% | 24.84%-0.6pp | 24.94%-0.7pp | 551.85%-527.6pp |
| Employer contribution / active EE | $6,791 | $4,216+61.1% | $3,870+75.5% | $4,662+45.7% |
| Participant deferral / active EE | $9,443 | $5,622+68.0% | $5,060+86.6% | $6,690+41.2% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |