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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,646 | $69,248-24.0% | $64,101-17.9% | $139,466-62.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.32% | 45.95%-14.6pp | 33.72%-2.4pp | 373.66%-342.3pp |
| Employer contribution / active EE | $8,836 | $3,185+177.4% | $2,749+221.5% | $4,754+85.9% |
| Participant deferral / active EE | $20,800 | $4,682+344.2% | $3,881+436.0% | $6,712+209.9% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |