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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,826 | $104,251-57.0% | $91,004-50.7% | $147,586-69.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.91% | 27.06%-3.2pp | 4.60%+19.3pp | 578.59%-554.7pp |
| Employer contribution / active EE | $5,432 | $3,116+74.4% | $2,456+121.2% | $4,876+11.4% |
| Participant deferral / active EE | $5,516 | $4,195+31.5% | $3,548+55.5% | $5,439+1.4% |
| Admin fee / account holder | $116 | $8,948-98.7% | $5,417-97.9% | $10,886-98.9% |