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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,331 | $71,230-53.2% | $93,727-64.4% | $80,959-58.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 20.46% | 11.26%+9.2pp | 133.83%-113.4pp | 35.67%-15.2pp |
| Employer contribution / active EE | $3,843 | $1,565+145.5% | $2,421+58.7% | $2,757+39.4% |
| Participant deferral / active EE | $4,709 | $4,037+16.6% | $4,417+6.6% | $4,300+9.5% |
| Admin fee / account holder | $238 | $6,961-96.6% | $8,292-97.1% | $6,925-96.6% |