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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,896 | $115,917-63.9% | $100,535-58.3% | $158,982-73.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.64% | 34.80%-10.2pp | 30.90%-6.3pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,831 | $4,105-31.0% | $3,419-17.2% | $4,763-40.6% |
| Participant deferral / active EE | $8,115 | $6,677+21.6% | $6,271+29.4% | $5,983+35.6% |
| Admin fee / account holder | $17 | $11,002-99.8% | $8,085-99.8% | $11,252-99.9% |