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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,072 | $124,351-68.6% | $109,188-64.2% | $167,553-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 28.27% | 26.04%+2.2pp | 25.76%+2.5pp | 478.89%-450.6pp |
| Employer contribution / active EE | $3,012 | $4,210-28.5% | $3,723-19.1% | $4,840-37.8% |
| Participant deferral / active EE | $14,273 | $5,257+171.5% | $4,654+206.7% | $6,343+125.0% |
| Admin fee / account holder | $18 | $7,975-99.8% | $6,755-99.7% | $12,316-99.9% |