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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,981 | $174,018-74.2% | $136,833-67.1% | $198,609-77.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 23.01% | 35.16%-12.2pp | 35.32%-12.3pp | 202.70%-179.7pp |
| Employer contribution / active EE | $6,077 | $1,571+286.8% | $1,319+360.9% | $5,055+20.2% |
| Participant deferral / active EE | $12,750 | $2,873+343.8% | $2,441+422.4% | $6,977+82.7% |
| Admin fee / account holder | $147 | $5,434-97.3% | $4,706-96.9% | $19,030-99.2% |