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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,112 | $112,729-72.4% | $98,716-68.5% | $137,256-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 51.10% | 38.48%+12.6pp | 31.81%+19.3pp | 220.34%-169.2pp |
| Employer contribution / active EE | $6,155 | $2,725+125.8% | $2,279+170.1% | $4,156+48.1% |
| Participant deferral / active EE | $4,085 | $4,640-12.0% | $4,048+0.9% | $6,407-36.2% |
| Admin fee / account holder | $154 | $10,129-98.5% | $8,703-98.2% | $12,270-98.7% |