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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,358 | $106,280-59.2% | $96,538-55.1% | $139,487-68.9% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 27.67% | 38.48%-10.8pp | 35.74%-8.1pp | 373.84%-346.2pp |
| Employer contribution / active EE | $8,655 | $4,107+110.7% | $3,740+131.4% | $4,755+82.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $7 | $7,888-99.9% | $6,737-99.9% | $11,407-99.9% |