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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,676 | $77,419-39.7% | $69,461-32.8% | $152,885-69.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 33.16% | 39.07%-5.9pp | 28.97%+4.2pp | 345.39%-312.2pp |
| Employer contribution / active EE | $2,605 | $3,315-21.4% | $2,779-6.3% | $4,763-45.3% |
| Participant deferral / active EE | $6,216 | $4,414+40.8% | $3,536+75.8% | $5,851+6.2% |
| Admin fee / account holder | $53 | $6,207-99.1% | $3,840-98.6% | $11,598-99.5% |