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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,564 | $103,392-58.8% | $87,104-51.1% | $152,897-72.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 29.44% | 28.10%+1.3pp | 28.19%+1.2pp | 345.43%-316.0pp |
| Employer contribution / active EE | $4,339 | $3,221+34.7% | $2,521+72.1% | $4,764-8.9% |
| Participant deferral / active EE | $11,862 | $4,778+148.2% | $4,048+193.0% | $5,851+102.7% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |