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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,081 | $98,240-70.4% | $82,312-64.7% | $147,586-80.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 41.98% | 30.85%+11.1pp | 25.88%+16.1pp | 578.59%-536.6pp |
| Employer contribution / active EE | $2,580 | $3,192-19.2% | $2,428+6.2% | $4,876-47.1% |
| Participant deferral / active EE | $7,272 | $4,383+65.9% | $3,706+96.2% | $5,439+33.7% |
| Admin fee / account holder | $160 | $8,563-98.1% | $5,608-97.1% | $10,886-98.5% |